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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

SHOP holding history

Shopify Inc. in every 13F filed by Sound View Wealth Advisors Group, 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)
7,354
Value
$839.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SHOP by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,354$839.7K0.1%−2,559−25.8%ReducedHolders
Q1 20269,913$1.18M0.1%+1,496+17.8%AddedHolders
Q4 20258,417$1.35M0.1%−61−0.7%ReducedHolders
Q3 20258,478$1.26M0.1%−70−0.8%ReducedHolders
Q2 20258,548$986.0K0.1%−368−4.1%ReducedHolders
Q1 20258,916$851.3K0.1%00.0%UnchangedHolders
Q4 20248,916$948.0K0.1%−15−0.2%ReducedHolders
Q3 20248,931$715.7K0.1%−397−4.3%ReducedHolders
Q2 20249,328$616.1K0.1%+131+1.4%AddedHolders
Q1 20249,197$709.7K0.1%+189+2.1%AddedHolders
Q4 20239,008$701.7K0.1%−19−0.2%ReducedHolders
Q3 20239,027$492.6K0.1%+451+5.3%AddedHolders
Q2 20238,576$554.0K0.1%−138−1.6%ReducedHolders
Q1 20238,714$417.7K0.1%−294−3.3%ReducedHolders
Q4 20229,008$701.7K0.1%+868+10.7%AddedHolders
Q3 20228,140$219.0K<0.1%−20−0.2%ReducedHolders
Q2 20228,160$255.0K0.1%−480−5.6%ReducedConverted for a 10-for-1 splitHolders
Q1 2022864$584.0K0.1%−29−3.2%ReducedHolders
Q4 2021893$1.23M0.2%+23+2.6%AddedHolders
Q3 2021870$1.18M0.2%+14+1.6%AddedHolders
Q2 2021856$1.25M0.3%+7+0.8%AddedHolders
Q1 2021849$939.0K0.2%––Holders

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