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Shopify Inc cl a shares owned by New Wave Wealth Advisors

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by New Wave Wealth Advisors from 13F filings

Historical chart of New Wave Wealth Advisors investment in Shopify Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Shopify Inc cl a held by New Wave Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 1.8k 148.61
2025-06-30 $208k 1.8k 115.35
2024-12-31 $39k 366 106.33

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Ishares Tr Europe Etf (IEV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for New Wave Wealth Advisors

Top funds holding Shopify Inc cl a

Capital World Investors
Vanguard Group
FMR
Capital Research and Management Company - Division 3
Baillie Gifford & Co
Jpmorgan Chase & Co
Morgan Stanley
Royal Bank of Canada
Fil
Jennison Associates
CIBC World Markets
Loomis, Sayles and
Invesco
Geode Capital Management
Bank Of Montreal

View all funds holding Shopify Inc cl a