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BSW Wealth Partners

SEC CIK
0001512601
Latest filing
Jul 15, 2026

SHOP holding history

Shopify Inc. in every 13F filed by BSW Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q2 2026)
2,208
Value
$252.2K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of SHOP by BSW Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,208$252.2K<0.1%+328+17.4%AddedHolders
Q1 20261,880$223.0K<0.1%−97−4.9%ReducedHolders
Q4 20251,977$318.2K<0.1%+62+3.2%AddedHolders
Q3 20251,915$284.6K<0.1%−490−20.4%ReducedHolders
Q2 20252,405$277.4K<0.1%+27+1.1%AddedHolders
Q1 20252,378$227.0K<0.1%−153−6.0%ReducedHolders
Q4 20242,531$269.1K<0.1%+2,531NewHolders
Q3 20210$00.0%−252−100.0%Sold outHolders
Q2 2021252$368.0K0.1%+63+33.3%AddedHolders
Q1 2021189$209.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.