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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

SHOP holding history

Shopify Inc. in every 13F filed by CM 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)
2,474
Value
$282.5K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of SHOP by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,474$282.5K0.1%00.0%UnchangedHolders
Q1 20262,474$293.5K0.1%−746−23.2%ReducedHolders
Q4 20253,220$518.3K0.1%+3,220NewHolders