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Disclosery

SIERRA SUMMIT ADVISORS LLC: SHOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIERRA SUMMIT ADVISORS LLC on SHOP, newest first. How the timeline and the estimate are built.

SIERRA SUMMIT ADVISORS LLC held 150,882 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,882 shares
    Change vs previous 13F +53,780 shares

    1.92% of the 13F portfolio, value $17,227,707.

    13F-HR 0001104659-26-085002 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 97,102 shares
    Change vs previous 13F +3,767 shares

    1.67% of the 13F portfolio, value $11,518,240.

    13F-HR 0001104659-26-049351 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 93,335 shares
    Change vs previous 13F -12,651 shares

    2.3% of the 13F portfolio, value $15,024,135.

    13F-HR 0001104659-26-011348 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 105,986 shares
    Change vs previous 13F +2,015 shares

    2.4% of the 13F portfolio, value $15,750,580.

    13F-HR 0001104659-25-109951 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 103,971 shares
    Change vs previous 13F +103,971 shares

    2.14% of the 13F portfolio, value $11,993,055.

    13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.