Alta Wealth Advisors LLC / SHOP
Alta Wealth Advisors LLC’s Shopify Inc Position
Does Alta Wealth Advisors LLC own Shopify Inc (SHOP)? Not currently — the last reported position was 19.2K shares worth $3M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q4 2025
Shares
19.2K
% of Portfolio
+1.03%
Quarters Held
21
position exited
Position History SHOP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 19.2K | $3M | +1.03% |
| Q3 2025 | 19.3K | $3M | +1.02% |
| Q2 2025 | 19.3K | $2M | +1.05% |
| Q1 2025 | 19.3K | $2M | +0.85% |
| Q4 2024 | 19.7K | $2M | +0.92% |
| Q3 2024 | 19.5K | $2M | +0.72% |
| Q2 2024 | 19.0K | $1M | +0.63% |
| Q1 2024 | 18.7K | $1M | +0.73% |
| Q4 2023 | 18.5K | $1M | +0.80% |
| Q3 2023 | 18.1K | $987,614 | +0.61% |
| Q2 2023 | 18.9K | $1M | +0.72% |
| Q1 2023 | 19.1K | $916,998 | +0.58% |
| Q4 2022 | 19.0K | $658,032 | +0.44% |
| Q3 2022 | 22.2K | $597,000 | +0.43% |
| Q2 2022 | 21.6K | $672,000 | +0.47% |
| Q1 2022 | 2.2K | $1M | +0.87% |
| Q4 2021 | 1.8K | $2M | +1.51% |
| Q3 2021 | 1.8K | $2M | +1.74% |
| Q2 2021 | 1.8K | $3M | +1.88% |
| Q1 2021 | 1.7K | $2M | +1.60% |
| Q4 2020 | 2.3K | $3M | +2.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alta Wealth Advisors LLC’s full portfolio or all institutional holders of SHOP.