Three Magnolias Financial Advisors, LLC
Position in SHOP — Shopify Inc.
CIK 2056795
WINSTON-SALEM, NC
Position in SHOP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$714,538
-$98,957 QoQ
Shares Held
6,258
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#894
of 1,697 holders
Holding Since
Dec 2024
7 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, 2026Three Magnolias Financial Advisors, LLC holds $988,962 across 2 Software - Application names. SHOP ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
6,258 | $714,538 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,803 | $274,424 |
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,538 | 6,258 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $813,495 | 6,858 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,103,932 | 6,858 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,019,167 | 6,858 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $791,070 | 6,858 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $654,801 | 6,858 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $659,246 | 6,200 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||