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Disclosery

TCFG Investment Advisors, LLC: SHOP position timeline

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

TCFG Investment Advisors, LLC held 0 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -4,970 shares

    13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,970 shares
    Change vs previous 13F +1,025 shares

    0.11% of the 13F portfolio, value $589,542.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 2,485 shares
    • TCFG Investment Advisors, LLC: 2,485 shares

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

  3. period ended2025-12-31
    13F 3,945 shares
    Change vs previous 13F -100 shares

    0.25% of the 13F portfolio, value $635,027.

    13F-HR 0001754960-26-000176 filed by TCFG WEALTH MANAGEMENT, 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/A 4,045 shares
    Change vs previous 13F +150 shares

    0.24% of the 13F portfolio, value $601,127.

    13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH MANAGEMENT, 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 3,895 shares
    Change vs previous 13F -1,667 shares

    0.2% of the 13F portfolio, value $449,288.

    13F-HR 0001754960-25-000469 filed by TCFG WEALTH MANAGEMENT, 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 5,562 shares
    Change vs previous 13F +1,707 shares

    0.27% of the 13F portfolio, value $531,060.

    13F-HR 0001754960-25-000209 filed by TCFG WEALTH MANAGEMENT, 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 3,855 shares
    Change vs previous 13F +270 shares

    0.21% of the 13F portfolio, value $409,902.

    13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, 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 3,585 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $287,302.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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