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Disclosery

Westside Investment Management, Inc.: SHOP position timeline

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

Westside Investment Management, Inc. held 39,175 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,175 shares
    Change vs previous 13F +200 shares

    0.59% of the 13F portfolio, value $4,473,000.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 38,975 shares
    Change vs previous 13F -143 shares

    0.71% of the 13F portfolio, value $4,619,368.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    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 39,118 shares
    Change vs previous 13F -1,703 shares

    1% of the 13F portfolio, value $6,257,269.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    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 40,821 shares
    Change vs previous 13F -847 shares

    0.97% of the 13F portfolio, value $6,076,812.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    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 41,668 shares
    Change vs previous 13F +1,418 shares

    0.89% of the 13F portfolio, value $4,777,881.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    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 40,250 shares
    Change vs previous 13F -720 shares

    0.82% of the 13F portfolio, value $3,861,479.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 40,970 shares
    Change vs previous 13F -1,350 shares

    0.92% of the 13F portfolio, value $4,356,341.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    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 42,320 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,187,203.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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