Position in SHOP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,769,447
+$1,555,931 QoQ
Shares Held
15,497
+760.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#618
of 1,696 holders
Holding Since
Sep 2025
4 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, 2026Exit Wealth Advisors, LLC. holds $1,769,447 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
|
15,497 | $1,769,447 |
All Filings in SHOP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,447 | 15,497 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $213,516 | 1,800 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $280,731 | 1,744 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,076,524 | 20,702 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||