Position in SHOP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$231,902
New position
Shares Held
1,955
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $2,646,031 across 5 Software - Application names.
All Filings in SHOP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,902 | 1,955 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||