Position in SHOP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,027
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,673
of 1,691 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026West Financial Advisors, LLC holds $495,696 across 6 Software - Application names. SHOP ranks #2 (0.2% of the industry book) .
All Filings in SHOP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027 | 9 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||