SS&H Financial Advisors, Inc.

Position in SHOP — Shopify Inc.

CIK 1911735 TROY, MI

Position in SHOP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$264,897

-$108,553 QoQ

Shares Held

2,320

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,267

of 1,697 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SS&H Financial Advisors, Inc. holds $1,850,928 across 5 Software - Application names. SHOP ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,470	$553,156
2	NOW	ServiceNow, Inc.	5,000	$496,400
3	CRM	Salesforce, Inc.	2,000	$313,320
4	SHOP	Shopify Inc. This page	2,320	$264,897
5	INTU	Intuit Inc.	855	$223,155

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,897	2,320	0.0%	Shares	Sole	2026-08-04
2025-12-31	$373,450	2,320	0.0%	Shares	Sole	2026-01-20
2025-09-30	$344,775	2,320	0.0%	Shares	Sole	2025-10-17
2025-06-30	$267,612	2,320	0.0%	Shares	Sole	2025-08-05
2025-03-31	$221,513	2,320	0.0%	Shares	Sole	2025-04-10
2024-12-31	$246,685	2,320	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.