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Shorepoint Capital Partners LLC: DE position timeline

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

Shorepoint Capital Partners LLC held 1,585 DE 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 1,585 shares
    Change vs previous 13F -6,876 shares

    0.14% of the 13F portfolio, value $724,757.

    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 8,461 shares
    Change vs previous 13F +251 shares

    0.9% of the 13F portfolio, value $3,971,006.

    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 8,210 shares
    Change vs previous 13F +166 shares

    0.8% of the 13F portfolio, value $3,478,480.

    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 8,044 shares
    Change vs previous 13F +426 shares

    0.76% of the 13F portfolio, value $3,357,097.

    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 7,618 shares
    Change vs previous 13F +181 shares

    0.67% of the 13F portfolio, value $2,846,358.

    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 7,437 shares
    Change vs previous 13F +270 shares

    0.75% of the 13F portfolio, value $3,054,685.

    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 7,167 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,865,842.

    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).