Evolution Wealth Advisors, LLC

Position in SHOP — Shopify Inc.

CIK 1763121 AVENTURA, FL

Position in SHOP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$360,237

+$61,196 QoQ

Shares Held

3,155

+25.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,127

of 1,697 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Technology · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $3,391,360 across 4 Software - Application names. SHOP ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	25,127	$2,184,290
2	UBER	Uber Technologies, Inc	7,984	$576,125
3	SHOP	Shopify Inc. This page	3,155	$360,237
4	CRM	Salesforce, Inc.	1,728	$270,708

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,237	3,155	+25.1%	Shares	Sole	2026-07-29
2026-03-31	$299,041	2,521	+47.1%	Shares	Sole	2026-05-08
2025-12-31	$275,902	1,714	+0.6%	Shares	Sole	2026-01-12
2025-09-30	$253,082	1,703	-28.5%	Shares	Sole	2025-10-28
2025-03-31	$227,337	2,381	-10.3%	Shares	Sole	2025-05-09
2024-12-31	$282,093	2,653	-3.3%	Shares	Sole	2025-01-17
2024-09-30	$219,824	2,743	-6.9%	Shares	Sole	2024-11-06
2024-03-31	$227,265	2,945	+4.8%	Shares	Sole	2024-04-19
2023-12-31	$218,899	2,810	-86.7%	Shares	Sole	2024-01-31
2022-12-31	$735,192	21,181	-43.3%	Shares	Sole	2023-02-07
2022-09-30	$1,005,697	37,331	+9.5%	Shares	Sole	2022-11-02
2022-06-30	$1,065,284	34,100	+910.4%	Shares	Sole	2022-08-02
2022-03-31	$2,281,365	3,375	+1136.3%	Shares	Sole	2022-04-29
2021-12-31	$376,027	273	0.0%	Shares	Sole	2022-01-28
2021-09-30	$370,127	273	+0.7%	Shares	Sole	2021-11-09
2021-06-30	$395,925	271	0.0%	Shares	Sole	2021-07-22
2021-03-31	$299,861	271	+5.9%	Shares	Sole	2021-04-20
2020-12-31	$289,779	256	-13.8%	Shares	Sole	2021-02-02
2020-09-30	$303,822	297	+18.3%	Shares	Sole	2020-10-15
2020-06-30	$238,249	251	+76.8%	Shares	Sole	2020-07-27
2020-03-31	$59,204	142	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.