WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Position in SHOP — Shopify Inc.

CIK 771118 BERMUDA RUN, NC

Position in SHOP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$878,386

-$24,668 QoQ

Shares Held

7,693

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#808

of 1,702 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $878,386 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	7,693	$878,386

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$878,386	7,693	+1.1%	Shares	Sole	2026-07-29
2026-03-31	$903,054	7,613	-5.8%	Shares	Sole	2026-04-28
2025-12-31	$1,301,442	8,085	+3.2%	Shares	Sole	2026-02-02
2025-09-30	$1,163,764	7,831	0.0%	Shares	Sole	2025-10-30
2025-06-30	$903,305	7,831	+1.6%	Shares	Sole	2025-07-29
2025-03-31	$735,959	7,708	-4.0%	Shares	Sole	2025-05-07
2024-12-31	$853,829	8,030	-0.2%	Shares	Sole	2025-01-31
2024-09-30	$645,127	8,050	0.0%	Shares	Sole	2024-10-23
2024-06-30	$531,702	8,050	-0.1%	Shares	Sole	2024-07-31
2024-03-31	$622,144	8,062	+0.2%	Shares	Sole	2024-05-06
2023-12-31	$626,471	8,042	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$438,306	8,032	0.0%	Shares	Sole	2023-11-13
2023-06-30	$518,867	8,032	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$384,478	8,020	-0.6%	Shares	Sole	2023-05-12
2022-12-31	$280,109	8,070	-15.1%	Shares	Sole	2023-02-14
2022-09-30	$256,199	9,510	+8.6%	Shares	Sole	2022-11-07
2022-06-30	$273,662	8,760	+738.3%	Shares	Sole	2022-08-11
2020-06-30	$991,914	1,045	-8.2%	Shares	Sole	2020-07-24
2020-03-31	$474,466	1,138	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.