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Disclosery

CWM, LLC: SHOP position timeline

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

CWM, LLC held 19,785 SHOP shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 19,785 shares
    Change vs previous 13F -1,990 shares

    0.01% of the 13F portfolio, value $2,346,951.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 21,775 shares
    Change vs previous 13F +4,272 shares

    0.01% of the 13F portfolio, value $3,505,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 17,503 shares
    Change vs previous 13F +1,663 shares

    0.01% of the 13F portfolio, value $2,601,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 15,840 shares
    Change vs previous 13F +2,939 shares

    0.01% of the 13F portfolio, value $1,827,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,901 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $1,232,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,053 shares
    Change vs previous 13F -1,044 shares

    0.01% of the 13F portfolio, value $1,388,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,097 shares
    Change vs previous 13F +1,832 shares

    <0.01% of the 13F portfolio, value $1,130,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 12,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $810,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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