HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in SHOP — Shopify Inc.

CIK 1484205 LONG BEACH, CA

Position in SHOP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$456

-$654,384 QoQ

Shares Held

-100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,686

of 1,696 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,238,896 across 20 Software - Application names. SHOP ranks #13 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	U	Unity Software Inc.	21,725	$620,900
2	SNOW	Snowflake Inc.	2,252	$573,134
3	CRM	Salesforce, Inc.	97	$15,196
4	ADBE	Adobe Inc.	53	$10,866
5	INTU	Intuit Inc.	27	$7,047
6	PAYX	Paychex Inc	34	$3,343
7	SAP	Sap SE	13	$2,003
8	CDNS	Cadence Design Systems Inc	3	$1,125

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456	4	-100.0%	Shares	Sole	2026-07-21
2023-09-30	$654,840	12,000	0.0%	Shares	Other	2023-10-16
2023-06-30	$775,200	12,000	-2.3%	Shares	Other	2023-08-14
2023-03-31	$588,655	12,279	+0.1%	Shares	Other	2023-04-25
2022-12-31	$425,961	12,272	+0.8%	Shares	Other	2023-01-25
2022-09-30	$327,886	12,171	+0.0%	Shares	Other	2022-10-24
2022-06-30	$380,190	12,170	+913.3%	Shares	Other	2022-08-05
2022-03-31	$811,827	1,201	0.0%	Shares	Other	2022-05-13
2021-12-31	$1,654,245	1,201	+0.1%	Shares	Other	2022-02-14
2021-09-30	$1,626,936	1,200	0.0%	Shares	Other	2021-10-29
2021-06-30	$1,753,176	1,200	0.0%	Shares	Other	2021-07-29
2021-03-31	$1,327,800	1,200	0.0%	Shares	Other	2021-05-06
2020-12-31	$1,358,340	1,200	0.0%	Shares	Other	2021-02-04
2020-09-30	$1,227,564	1,200	—	Shares	Other	2020-11-10
No filing history on record for this holder in this stock.