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Disclosery

Shorepoint Capital Partners LLC: CSPF position timeline

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

Shorepoint Capital Partners LLC held 294,568 CSPF 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 294,568 shares
    Change vs previous 13F +97,375 shares

    1.52% of the 13F portfolio, value $7,655,811.

    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 197,193 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $4,955,449.

    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).