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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

SHOP holding history

Shopify Inc. in every 13F filed by SageView Advisory 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)
3,598
Value
$410.8K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2023
Holdings of SHOP by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,598$410.8K<0.1%−671−15.7%ReducedHolders
Q1 20264,269$506.4K<0.1%−2,944−40.8%ReducedHolders
Q4 20257,213$1.16M<0.1%−226−3.0%ReducedHolders
Q3 20257,439$1.11M<0.1%+2,737+58.2%AddedHolders
Q2 20254,702$596.4K<0.1%−138−2.9%ReducedHolders
Q1 20254,840$462.1K<0.1%+1,662+52.3%AddedHolders
Q4 20243,178$337.9K<0.1%+3,178NewHolders
Q3 20240$00.0%−3,087−100.0%Sold outHolders
Q2 20243,087$203.9K<0.1%+3,087NewHolders
Q1 20240$00.0%−5,252−100.0%Sold outHolders
Q4 20235,252$432.4K<0.1%+5,252NewHolders