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Disclosery

Shorepoint Capital Partners LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shorepoint Capital Partners LLC on CB, newest first. How the timeline and the estimate are built.

Shorepoint Capital Partners LLC held 4,514 CB shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,514 shares
    Change vs previous 13F -111 shares

    0.25% of the 13F portfolio, value $1,274,091.

    13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 4,625 shares
    Change vs previous 13F -365 shares

    0.32% of the 13F portfolio, value $1,396,749.

    13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 4,990 shares
    Change vs previous 13F -166 shares

    0.32% of the 13F portfolio, value $1,378,778.

    13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 5,156 shares
    Change vs previous 13F -508 shares

    0.34% of the 13F portfolio, value $1,486,997.

    13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 5,664 shares
    Change vs previous 13F -299 shares

    0.34% of the 13F portfolio, value $1,444,875.

    13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 5,963 shares
    Change vs previous 13F -270 shares

    0.38% of the 13F portfolio, value $1,545,296.

    13F-HR 0001759476-24-000002 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 6,233 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,408,590.

    13F-HR 0001759476-24-000001 filed by Shorepoint Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).