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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

SHOP holding history

Shopify Inc. in every 13F filed by Moser 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 2025 holdings

Shares (Q2 2025)
10,274
Value
$1.19M
% of portfolio
0.6%
Quarters held
17
Since Q1 2021
Holdings of SHOP by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202510,274$1.19M0.6%+100+1.0%AddedHolders
Q1 202510,174$971.4K0.5%+475+4.9%AddedHolders
Q4 20249,699$1.03M0.5%+275+2.9%AddedHolders
Q3 20249,424$755.2K0.4%+128+1.4%AddedHolders
Q2 20249,296$614.0K0.3%+670+7.8%AddedHolders
Q1 20248,626$665.7K0.4%+1,315+18.0%AddedHolders
Q4 20237,311$569.5K0.4%−30−0.4%ReducedHolders
Q3 20237,341$400.6K0.3%+1,061+16.9%AddedHolders
Q2 20236,280$405.7K0.3%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20225,535$192.1K0.1%+175+3.3%AddedHolders
Q3 20225,360$144.0K0.1%+100+1.9%AddedHolders
Q2 20225,260$164.0K0.1%00.0%UnchangedConverted for a 10-for-1 splitHolders
Q1 2022526$356.0K0.2%+166+46.1%AddedHolders
Q4 2021360$496.0K0.3%+6+1.7%AddedHolders
Q3 2021354$480.0K0.3%+107+43.3%AddedHolders
Q2 2021247$361.0K0.2%+95+62.5%AddedHolders
Q1 2021152$168.0K0.1%––Holders

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