Skip to main content

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

SHOP holding history

Shopify Inc. in every 13F filed by One 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)
3,365
Value
$384.2K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2021
Holdings of SHOP by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,365$384.2K<0.1%−193−5.4%ReducedHolders
Q1 20263,558$422.1K0.1%+1,948+121.0%AddedHolders
Q4 20251,610$259.2K<0.1%00.0%UnchangedHolders
Q3 20251,610$239.3K<0.1%+1,610NewHolders
Q1 20230$00.0%−1,720−100.0%Sold outHolders
Q4 20221,720$59.7K<0.1%+1,720NewHolders
Q1 20220$00.0%−172−100.0%Sold outHolders
Q4 2021172$237.0K0.1%00.0%UnchangedHolders
Q3 2021172$233.0K0.1%00.0%UnchangedHolders
Q2 2021172$251.0K0.1%+172NewHolders