Position in SHOP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$207,008
-$156,918 QoQ
Shares Held
1,813
-40.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,377
of 1,697 holders
Holding Since
Dec 2022
12 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, 2026B.O.S.S. Retirement Advisors, LLC holds $652,220 across 2 Software - Application names. SHOP ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,988 | $445,212 | |
| 2 | SHOP |
Shopify Inc.
This page
|
1,813 | $207,008 |
All Filings in SHOP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,008 | 1,813 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $363,926 | 3,068 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $647,743 | 4,024 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,387,274 | 9,335 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,148,655 | 9,958 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,015,334 | 10,634 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,203,761 | 11,321 | Shares | Sole | 2025-01-21 | |
| 2023-12-31 | $2,065,985 | 26,521 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,482,885 | 27,174 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,688,514 | 26,138 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,557,139 | 32,481 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,109,643 | 31,969 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||