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Pacific Excel Wealth Advisors, Inc.

Position in SHOP — Shopify Inc.

CIK 2110884 WALNUT CREEK, CA

Position in SHOP

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$273,300
+$34,260 QoQ
Shares Held
2,304
+55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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, 2026

Pacific Excel Wealth Advisors, Inc. holds $477,375 across 2 Software - Application names.

# Ticker Company Shares Value (USD) Open

All Filings in SHOP

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $273,300 2,304
2025-12-31 $239,040 1,485