Position in SHOP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$304,853
-$117,371 QoQ
Shares Held
2,570
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026PACES FERRY WEALTH ADVISORS, LLC holds $4,035,292 across 6 Software - Application names. SHOP ranks #6 (7.6% of the industry book) .
All Filings in SHOP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $304,853 | 2,570 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $422,224 | 2,623 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $407,785 | 2,744 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $319,750 | 2,772 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $269,158 | 2,819 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $311,546 | 2,930 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $267,106 | 3,333 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $228,400 | 3,458 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $226,493 | 2,935 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $249,513 | 3,203 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $245,286 | 3,797 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $229,440 | 4,786 | Shares | Sole | 2023-04-24 | |
| 2022-03-31 | $28,390 | 420 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||