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Disclosery

Souders Financial Advisors: SHOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on SHOP, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 6,813 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,813 shares
    Change vs previous 13F +305 shares

    0.08% of the 13F portfolio, value $777,908.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 6,508 shares
    Change vs previous 13F -466 shares

    0.09% of the 13F portfolio, value $771,979.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 6,974 shares
    Change vs previous 13F -93 shares

    0.13% of the 13F portfolio, value $1,122,605.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 7,067 shares
    Change vs previous 13F +120 shares

    0.12% of the 13F portfolio, value $1,050,227.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 6,947 shares
    Change vs previous 13F -583 shares

    0.1% of the 13F portfolio, value $801,336.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,530 shares
    Change vs previous 13F -2,403 shares

    0.1% of the 13F portfolio, value $718,964.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,933 shares
    Change vs previous 13F -1,648 shares

    0.15% of the 13F portfolio, value $1,056,176.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,581 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $928,101.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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