Position in SHOP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$113,609
-$7,383 QoQ
Shares Held
995
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,438
of 1,688 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $2,662,749 across 17 Software - Application names. SHOP ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
16,511 | $1,435,301 | |
| 2 | UBER |
Uber Technologies, Inc
|
11,792 | $850,910 | |
| 3 | SHOP |
Shopify Inc.
This page
|
995 | $113,609 | |
| 4 | DDOG |
Datadog, Inc.
|
328 | $85,398 | |
| 5 | ADP |
Automatic Data Processing Inc
|
203 | $45,461 | |
| 6 | NOW |
ServiceNow, Inc.
|
304 | $30,181 | |
| 7 | SAP |
Sap SE
|
152 | $23,424 | |
| 8 | INTU |
Intuit Inc.
|
70 | $18,270 |
All Filings in SHOP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,609 | 995 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $120,992 | 1,020 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $164,189 | 1,020 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $147,866 | 995 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $148,340 | 1,286 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $122,787 | 1,286 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $136,740 | 1,286 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $101,056 | 1,261 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $83,289 | 1,261 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $97,311 | 1,261 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $98,231 | 1,261 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $68,212 | 1,250 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $80,750 | 1,250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $55,610 | 1,160 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $40,263 | 1,160 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $57,651 | 2,140 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $54,357 | 1,740 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $111,533 | 165 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $220,382 | 160 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $203,367 | 150 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $300,961 | 206 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $84,094 | 76 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $86,028 | 76 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||