CM WEALTH ADVISORS LLC

Position in SHOP — Shopify Inc.

CIK 1764581 BEACHWOOD, OH

Position in SHOP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$282,481

-$10,984 QoQ

Shares Held

2,474

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,234

of 1,697 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $3,031,758 across 6 Software - Application names. SHOP ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCNO	nCino, Inc.	109,424	$1,789,082
2	NOW	ServiceNow, Inc.	3,308	$328,418
3	INTU	Intuit Inc.	1,141	$297,801
4	SHOP	Shopify Inc. This page	2,474	$282,481
5	ASUR	Asure Software Inc	29,325	$232,840
6	CCC	CCC Intelligent Solutions Holdings Inc.	19,600	$101,136

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,481	2,474	0.0%	Shares	Sole	2026-08-10
2026-03-31	$293,465	2,474	-23.2%	Shares	Sole	2026-05-08
2025-12-31	$518,323	3,220	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.