Shopify Inc cl a shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Shopify Inc cl a
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Quarterly reported holdings in Shopify Inc cl a by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.0M | 13k | 160.97 |
| 2025-09-30 | $1.1M | 7.6k | 148.61 |
| 2025-06-30 | $758k | 6.6k | 115.35 |
| 2025-03-31 | $665k | 6.9k | 95.89 |
| 2024-12-31 | $796k | 7.5k | 106.33 |
| 2024-09-30 | $467k | 5.8k | 80.08 |
| 2024-06-30 | $285k | 4.3k | 66.05 |
| 2024-03-31 | $254k | 3.3k | 77.17 |
| 2023-12-31 | $330k | 4.2k | 77.90 |