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Steward Partners Investment Advisory, LLC: SHOP position timeline

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

Steward Partners Investment Advisory, LLC held 48,093 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,093 shares
    Change vs previous 13F -742 shares

    0.03% of the 13F portfolio, value $5,491,224.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 48,835 shares
    Change vs previous 13F -4,089 shares

    0.03% of the 13F portfolio, value $5,792,807.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 52,924 shares
    Change vs previous 13F -3,475 shares

    0.05% of the 13F portfolio, value $8,519,176.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 56,399 shares
    Change vs previous 13F +4,834 shares

    0.05% of the 13F portfolio, value $8,381,456.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 51,565 shares
    Change vs previous 13F +13,119 shares

    0.05% of the 13F portfolio, value $5,948,023.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    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 38,446 shares
    Change vs previous 13F +1,104 shares

    0.03% of the 13F portfolio, value $3,715,028.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    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 37,342 shares
    Change vs previous 13F +5,335 shares

    0.04% of the 13F portfolio, value $3,970,575.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    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 32,007 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,565,041.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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