Shopify Inc cl a shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Shopify Inc cl a
Tip: Access up to 7 years of quarterly data
All positions including Shopify Inc cl a held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Shopify Inc cl a by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $403k | 2.7k | 148.61 |
| 2025-06-30 | $287k | 2.5k | 115.35 |
| 2025-03-31 | $236k | 2.5k | 95.48 |
| 2024-12-31 | $282k | 2.7k | 106.33 |
| 2021-12-31 | $240k | 174 | 1379.31 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management