Wealth Management Partners, LLC: SHOP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on SHOP, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 9,585 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 9,585 sharesChange vs previous 13F -600 shares
0.26% of the 13F portfolio, value $1,094,415.
13F-HR 0001843294-26-000004 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,185 sharesChange vs previous 13F +133 shares
0.35% of the 13F portfolio, value $1,208,145.
13F-HR 0001843294-26-000002 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,052 sharesChange vs previous 13F -63 shares
0.46% of the 13F portfolio, value $1,618,070.
13F-HR 0001843294-26-000001 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,115 sharesChange vs previous 13F -182 shares
0.48% of the 13F portfolio, value $1,503,190.
13F-HR 0001843294-25-000004 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,297 sharesChange vs previous 13F +18 shares
0.42% of the 13F portfolio, value $1,201,248.
13F-HR 0001085146-25-003755 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,279 sharesChange vs previous 13F -305 shares
0.46% of the 13F portfolio, value $993,774.
13F-HR 0001085146-25-002028 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,584 sharesChange vs previous 13F -70 shares
0.49% of the 13F portfolio, value $1,125,397.
13F-HR 0001085146-25-000272 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,654 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $853,812.
13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).