Position in SHOP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$580,148
-$17,103 QoQ
Shares Held
5,081
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#949
of 1,697 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $2,207,159 across 3 Software - Application names. SHOP ranks #2 (26.3% of the industry book) .
All Filings in SHOP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,148 | 5,081 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $597,251 | 5,035 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $779,899 | 4,845 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $725,811 | 4,884 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $563,369 | 4,884 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $598,659 | 6,270 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $652,759 | 6,139 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $485,087 | 6,053 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $408,717 | 6,188 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $474,286 | 6,146 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||