Position in SHOP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$451,696
-$15,192 QoQ
Shares Held
3,956
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,047
of 1,697 holders
Holding Since
Mar 2024
10 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, 2026BRIGHT FINANCIAL ADVISORS, INC. holds $451,696 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
|
3,956 | $451,696 |
All Filings in SHOP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,696 | 3,956 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $466,888 | 3,936 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $633,577 | 3,936 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $584,928 | 3,936 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $454,017 | 3,936 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $375,809 | 3,936 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $418,514 | 3,936 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $315,431 | 3,936 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $259,972 | 3,936 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $272,410 | 3,530 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||