Position in SHOP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$306,344
-$11,557 QoQ
Shares Held
2,683
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,195
of 1,696 holders
Holding Since
Jun 2020
24 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, 2026Wealth Architects, LLC holds $2,444,323 across 4 Software - Application names. SHOP ranks #4 (12.5% of the industry book) .
All Filings in SHOP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,344 | 2,683 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $317,901 | 2,680 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $429,306 | 2,667 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $398,572 | 2,682 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $427,371 | 3,705 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $352,607 | 3,693 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $489,755 | 4,606 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $370,166 | 4,619 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $304,160 | 4,605 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $493,810 | 6,399 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $498,482 | 6,399 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $348,756 | 6,391 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $414,925 | 6,423 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $465,018 | 9,700 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $336,339 | 9,690 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $264,335 | 9,812 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $307,714 | 9,850 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $267,213 | 194 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $298,271 | 220 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $319,954 | 219 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $237,897 | 215 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $232,049 | 205 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $288,477 | 282 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $219,265 | 231 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||