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Focus Partners Wealth: SHOP position timeline

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

Focus Partners Wealth held 196,040 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,040 shares
    Change vs previous 13F +7,098 shares

    0.02% of the 13F portfolio, value $22,383,922.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 191,135 shares
    • Focus Partners Advisor Solutions, LLC: 4,905 shares

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

  2. period ended2026-03-31
    13F 188,942 shares
    Change vs previous 13F -24,145 shares

    0.02% of the 13F portfolio, value $22,454,265.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 184,788 shares
    • Focus Partners Advisor Solutions, LLC: 4,154 shares

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

  3. period ended2025-12-31
    13F 213,087 shares
    Change vs previous 13F +25,625 shares

    0.04% of the 13F portfolio, value $34,128,841.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 204,710 shares
    • Focus Partners Advisor Solutions, LLC: 8,377 shares

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

  4. period ended2025-09-30
    13F 187,462 shares
    Change vs previous 13F +30,669 shares

    0.04% of the 13F portfolio, value $27,891,669.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 175,763 shares
    • Focus Partners Advisor Solutions, LLC: 11,699 shares

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

  5. period ended2025-06-30
    13F 156,793 shares
    Change vs previous 13F -138,491 shares

    0.03% of the 13F portfolio, value $18,085,946.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 150,528 shares
    • Focus Partners Advisor Solutions, LLC: 6,265 shares

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

  6. period ended2025-03-31
    13F/A 295,284 shares
    Change vs previous 13F +21,082 shares

    0.06% of the 13F portfolio, value $28,193,835.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 288,722 shares
    • Focus Partners Advisor Solutions, LLC: 6,562 shares

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

  7. period ended2024-12-31
    13F/A 274,202 shares
    Change vs previous 13F +96,287 shares

    0.07% of the 13F portfolio, value $29,155,905.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 269,064 shares
    • Focus Partners Advisor Solutions, LLC: 5,138 shares

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

  8. period ended2024-09-30
    13F 177,915 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,258,109.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 172,781 shares
    • Focus Partners Advisor Solutions, LLC: 5,134 shares

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