Position in SHOP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$679,371
-$121,314 QoQ
Shares Held
5,950
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#907
of 1,696 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Lantern Wealth Advisors, LLC holds $679,371 across 1 Software - Application name. SHOP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
5,950 | $679,371 |
All Filings in SHOP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,371 | 5,950 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $800,685 | 6,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,046,305 | 6,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,032,839 | 6,950 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $801,682 | 6,950 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $738,993 | 6,950 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $556,973 | 6,950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $392,997 | 5,950 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||