Position in SHOP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$209,482
-$77,527 QoQ
Shares Held
1,766
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $1,283,257 across 4 Software - Application names.
All Filings in SHOP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,482 | 1,766 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $287,009 | 1,783 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $257,986 | 1,736 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $207,399 | 1,798 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $200,751 | 1,888 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $217,627 | 158 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $215,569 | 159 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $204,537 | 140 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||