Position in SHOP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$228,360
-$8,880 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,332
of 1,696 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Montecito Bank & Trust holds $940,464 across 4 Software - Application names. SHOP ranks #3 (24.3% of the industry book) .
All Filings in SHOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,360 | 2,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $237,240 | 2,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $321,940 | 2,000 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $297,220 | 2,000 | Shares | Sole | 2025-10-07 | |
| 2024-12-31 | $212,660 | 2,000 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||