Position in SHOP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$421,895
-$16,405 QoQ
Shares Held
3,695
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,074
of 1,697 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Powell Investment Advisors, LLC holds $2,084,303 across 5 Software - Application names. SHOP ranks #4 (20.2% of the industry book) .
All Filings in SHOP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,895 | 3,695 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $438,300 | 3,695 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $594,784 | 3,695 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $549,113 | 3,695 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $426,218 | 3,695 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $386,509 | 3,635 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $291,308 | 3,635 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $240,091 | 3,635 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $280,512 | 3,635 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $376,646 | 4,835 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $263,845 | 4,835 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||