Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$222,651
-$87,377 QoQ
Shares Held
1,950
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,352
of 1,697 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $4,200,580 across 34 Software - Application names. SHOP ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,802 | $851,457 | |
| 2 | ADSK |
Autodesk, Inc.
|
3,633 | $706,327 | |
| 3 | CRM |
Salesforce, Inc.
|
3,687 | $577,605 | |
| 4 | ADBE |
Adobe Inc.
|
1,390 | $284,977 | |
| 5 | PAYX |
Paychex Inc
|
2,893 | $284,468 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,268 | $235,818 | |
| 7 | SHOP |
Shopify Inc.
This page
|
1,950 | $222,651 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,728 | $171,555 |
All Filings in SHOP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,651 | 1,950 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $310,028 | 1,926 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $268,835 | 1,809 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $208,668 | 1,809 | Shares | Sole | 2025-08-04 | |
| 2021-12-31 | $1,050,948 | 763 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $756,525 | 558 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $810,843 | 555 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $370,677 | 335 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $272,799 | 241 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||