Skip to content
Disclosery

Wallace Advisory Group, LLC: SHOP position timeline

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

Wallace Advisory Group, LLC held 2,390 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,390 shares
    Change vs previous 13F -2,234 shares

    0.26% of the 13F portfolio, value $272,890.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 4,624 shares
    Change vs previous 13F -371 shares

    0.59% of the 13F portfolio, value $548,499.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 4,995 shares
    Change vs previous 13F -5,216 shares

    0.84% of the 13F portfolio, value $804,045.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 10,211 shares
    Change vs previous 13F -3,168 shares

    0.95% of the 13F portfolio, value $1,177,839.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 13,379 shares
    Change vs previous 13F +37 shares

    0.93% of the 13F portfolio, value $1,277,427.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 13,342 shares
    Change vs previous 13F -16 shares

    0.98% of the 13F portfolio, value $1,418,655.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 13,358 shares
    Change vs previous 13F +3,687 shares

    0.74% of the 13F portfolio, value $1,070,510.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 9,671 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $638,769.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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