Position in SHOP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$863,885
-$472,369 QoQ
Shares Held
7,566
-32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#811
of 1,697 holders
Holding Since
Mar 2023
14 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, 2026Alliance Wealth Advisors, LLC /UT holds $3,369,269 across 6 Software - Application names. SHOP ranks #2 (25.6% of the industry book) .
All Filings in SHOP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,885 | 7,566 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,336,254 | 11,265 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,052,957 | 18,966 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,164,791 | 34,754 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,195,479 | 45,041 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,510,761 | 47,243 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,408,688 | 50,867 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,153,175 | 51,824 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,414,457 | 36,555 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $409,155 | 5,302 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $362,858 | 4,658 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $251,622 | 4,611 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $285,661 | 4,422 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $200,868 | 4,190 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||