Patriot Financial Group Insurance Agency, LLC
InsurancePosition in SHOP — Shopify Inc.
CIK 1694883
Westborough, MA
Position in SHOP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$213,990
+$182,750 QoQ
Shares Held
1,804
+80.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 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, 2026Patriot Financial Group Insurance Agency, LLC holds $3,408,112 across 5 Software - Application names.
All Filings in SHOP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,990 | 1,804 | Shares | Sole | 2026-04-22 | |
| 2022-06-30 | $31,240 | 1,000 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $1,377 | 1 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,355 | 1 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $33,602 | 23 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $25,449 | 23 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,131 | 1 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,022 | 1 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $949 | 1 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $416 | 1 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||