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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SHOP holding history

Shopify Inc. in every 13F filed by EverSource Wealth Advisors, LLC, 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)
4,659
Value
$532.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of SHOP by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,659$532.0K<0.1%−1,875−28.7%ReducedHolders
Q1 20266,534$775.1K<0.1%+917+16.3%AddedHolders
Q4 20255,617$904.2K<0.1%+1,072+23.6%AddedHolders
Q3 20254,545$675.4K<0.1%+385+9.3%AddedHolders
Q2 20254,160$479.9K<0.1%+1,350+48.0%AddedHolders
Q1 20252,810$268.3K<0.1%+639+29.4%AddedHolders
Q4 20242,171$230.8K<0.1%−906−29.4%ReducedHolders
Q3 20243,077$246.6K<0.1%+57+1.9%AddedHolders
Q2 20243,020$184.8K<0.1%+581+23.8%AddedHolders
Q1 20242,439$171.2K<0.1%+1,032+73.3%AddedHolders
Q4 20231,407$109.6K<0.1%−1,874−57.1%ReducedHolders
Q3 20233,281$179.0K<0.1%−227−6.5%ReducedHolders
Q2 20233,508$226.6K<0.1%−37−1.0%ReducedHolders
Q1 20233,545$169.9K<0.1%+34+1.0%AddedHolders
Q4 20223,511$121.9K<0.1%+574+19.5%AddedHolders
Q3 20222,937$79.0K<0.1%−83−2.7%ReducedHolders
Q2 20223,020$94.0K<0.1%+2,550+542.6%AddedConverted for a 10-for-1 splitHolders
Q1 202247$32.0K<0.1%−10−17.5%ReducedHolders
Q4 202157$79.0K<0.1%–No prior filingHolders