KINGSWOOD WEALTH ADVISORS, LLC

Position in SHOP — Shopify Inc.

CIK 1987855 SAN DIEGO, CA

Position in SHOP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,152,989

-$194,415 QoQ

Shares Held

10,098

-11.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#728

of 1,697 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. SHOP ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	41,900	$3,642,367
2	NOW	ServiceNow, Inc.	14,878	$1,477,087
3	UBER	Uber Technologies, Inc	19,051	$1,374,720
4	CRM	Salesforce, Inc.	8,698	$1,362,628
5	SHOP	Shopify Inc. This page	10,098	$1,152,989
6	PAYX	Paychex Inc	7,222	$710,139
7	ADP	Automatic Data Processing Inc	3,158	$707,234
8	SNOW	Snowflake Inc.	2,487	$632,941

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,152,989	10,098	-11.1%	Shares	Sole	2026-07-27
2026-03-31	$1,347,404	11,359	-10.6%	Shares	Sole	2026-04-28
2025-12-31	$2,046,250	12,712	+67.9%	Shares	Sole	2026-01-28
2025-09-30	$1,125,126	7,571	+15.2%	Shares	Sole	2025-10-23
2025-06-30	$758,080	6,572	-5.3%	Shares	Sole	2025-07-23
2025-03-31	$662,440	6,938	-7.3%	Shares	Sole	2025-07-25
2024-12-31	$796,199	7,488	+28.4%	Shares	Sole	2025-01-22
2024-09-30	$467,216	5,830	+35.1%	Shares	Sole	2024-10-21
2024-06-30	$284,939	4,314	+31.0%	Shares	Sole	2024-07-09
2024-03-31	$254,197	3,294	-22.2%	Shares	Sole	2024-04-15
2023-12-31	$329,672	4,232	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.