Souders Financial Advisors

Position in SHOP — Shopify Inc.

CIK 1811240 CINCINNATI, OH

Position in SHOP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$777,908

+$5,930 QoQ

Shares Held

6,813

+4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#857

of 1,697 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Souders Financial Advisors holds $3,739,746 across 5 Software - Application names. SHOP ranks #3 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	18,776	$1,354,876
2	ADP	Automatic Data Processing Inc	3,698	$828,167
3	SHOP	Shopify Inc. This page	6,813	$777,908
4	CRM	Salesforce, Inc.	3,179	$498,022
5	FICO	Fair Isaac Corp	235	$280,773

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$777,908	6,813	+4.7%	Shares	Sole	2026-08-05
2026-03-31	$771,978	6,508	-6.7%	Shares	Sole	2026-05-04
2025-12-31	$1,122,604	6,974	-1.3%	Shares	Sole	2026-02-02
2025-09-30	$1,050,226	7,067	+1.7%	Shares	Sole	2025-11-04
2025-06-30	$801,336	6,947	-7.7%	Shares	Sole	2025-08-06
2025-03-31	$718,964	7,530	-24.2%	Shares	Sole	2025-05-05
2024-12-31	$1,056,175	9,933	-14.2%	Shares	Sole	2025-02-06
2024-09-30	$928,101	11,581	+0.5%	Shares	Sole	2024-11-05
2024-06-30	$761,028	11,522	+3.3%	Shares	Sole	2024-08-28
2024-03-31	$860,599	11,152	-5.2%	Shares	Sole	2024-05-08
2023-12-31	$916,649	11,767	-0.7%	Shares	Sole	2024-01-24
2023-09-30	$646,872	11,854	-12.2%	Shares	Sole	2023-11-06
2023-06-30	$872,358	13,504	-15.8%	Shares	Sole	2023-08-09
2023-03-31	$768,861	16,038	-3.5%	Shares	Sole	2023-05-09
2022-12-31	$576,706	16,615	-6.2%	Shares	Sole	2023-02-13
2022-09-30	$477,430	17,722	+10.7%	Shares	Sole	2022-11-10
2022-06-30	$500,152	16,010	+985.4%	Shares	Sole	2022-08-05
2022-03-31	$997,041	1,475	+56.2%	Shares	Sole	2022-05-04
2021-12-31	$1,300,256	944	+35.6%	Shares	Sole	2022-02-04
2021-09-30	$943,622	696	+1.0%	Shares	Sole	2021-11-03
2021-06-30	$1,006,615	689	+4.9%	Shares	Sole	2021-08-09
2021-03-31	$726,970	657	+146.1%	Shares	Sole	2021-05-13
2020-12-31	$302,230	267	-20.1%	Shares	Sole	2021-02-09
2020-09-30	$341,671	334	+11.7%	Shares	Sole	2020-11-12
2020-06-30	$283,810	299	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.