Winch Advisory Services, LLC

Position in SHOP — Shopify Inc.

CIK 1585822 Appleton, WI

Position in SHOP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,311

-$128 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,651

of 1,697 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Winch Advisory Services, LLC holds $3,332,007 across 12 Software - Application names. SHOP ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	12,969	$2,031,723
2	ADBE	Adobe Inc.	4,851	$994,552
3	ROP	Roper Technologies Inc	757	$256,161
4	SAP	Sap SE	165	$25,428
5	UBER	Uber Technologies, Inc	125	$9,020
6	SHOP	Shopify Inc. This page	29	$3,311
7	NOW	ServiceNow, Inc.	30	$2,978
8	ADP	Automatic Data Processing Inc	12	$2,687

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,311	29	0.0%	Shares	Sole	2026-08-06
2026-03-31	$3,439	29	0.0%	Shares	Sole	2026-04-30
2025-12-31	$4,668	29	0.0%	Shares	Sole	2026-02-03
2025-09-30	$4,309	29	+52.6%	Shares	Sole	2025-11-12
2025-06-30	$2,191	19	0.0%	Shares	Sole	2025-08-07
2025-03-31	$1,814	19	+26.7%	Shares	Sole	2025-05-06
2022-03-31	$10,139	15	-51.6%	Shares	Sole	2022-04-26
2021-12-31	$42,699	31	0.0%	Shares	Sole	2022-02-04
2021-09-30	$42,029	31	+244.4%	Shares	Sole	2021-11-10
2021-06-30	$13,148	9	-35.7%	Shares	Sole	2021-08-05
2021-03-31	$15,491	14	-36.4%	Shares	Sole	2021-05-03
2020-12-31	$24,902	22	-31.2%	Shares	Sole	2021-02-09
2020-09-30	$32,735	32	+10.3%	Shares	Sole	2020-11-04
2020-06-30	$27,526	29	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.