Marshall & Sterling Wealth Advisors Inc.
Position in SHOP — Shopify Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in SHOP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,283
-$89 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,659
of 1,697 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $264,159 across 5 Software - Application names. SHOP ranks #5 (0.9% of the industry book) .
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,283 | 20 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,372 | 20 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,219 | 20 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,160 | 28 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,806 | 33 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,683 | 70 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,316 | 50 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||