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Unify Financial Advisors

Position in SHOP — Shopify Inc.

CIK 2126814 CLEARWATER, FL

Position in SHOP

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$492,747
-$91,735 QoQ
Shares Held
4,154
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.37%
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

Unify Financial Advisors holds $1,251,763 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 $492,747 4,154
2025-12-31 $584,482 3,631