Position in SHOP
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$115,298
-$93,641 QoQ
Shares Held
972
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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, 2026Opal Wealth Advisors, LLC holds $1,191,622 across 3 Software - Application names.
All Filings in SHOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,298 | 972 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $208,939 | 1,298 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $137,958 | 1,196 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $96,434 | 1,010 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $83,817 | 1,269 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||