Position in SHOP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,418,001
+$1,407,456 QoQ
Shares Held
12,419
+892.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#663
of 1,697 holders
Holding Since
Dec 2023
11 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, 2026LM Advisors LLC holds $6,892,289 across 6 Software - Application names. SHOP ranks #2 (20.6% of the industry book) .
All Filings in SHOP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,001 | 12,419 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,545 | 1,251 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,982 | 480 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $567,690 | 3,820 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $466,590 | 4,045 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $377,814 | 3,957 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $429,147 | 4,036 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $360,630 | 4,500 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $328,598 | 4,975 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $377,669 | 4,894 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $412,402 | 5,294 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||