MJT & Associates Financial Advisory Group, Inc. SHOP — SHOPIFY INC CL A SUB VTG SHS

Ownership history in MJT & Associates Financial Advisory Group, Inc.  ·  6 quarters on record

AI Ownership Summary

MJT & Associates Financial Advisory Group, Inc. reported SHOPIFY INC CL A SUB VTG SHS (SHOP) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows SHOP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MJT & Associates Financial Advisory Group, Inc.'s position in SHOPIFY INC CL A SUB VTG SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHOP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHOP stock page MJT & Associates Financial Advisory Group, Inc. fund profile MJT & Associates Financial Advisory Group, Inc. full holdings
How MJT & Associates Financial Advisory Group, Inc. held SHOP — position size vs. price
% of Fund (quarterly)    SHOP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 63 — 0% 0.00% $7K 2026-07-06 $120.14
2026 Q1 UNCHANGED — — — 63 — 0% 0.01% $7K 2026-04-02 $118.25
2025 Q4 UNCHANGED — — — 63 — 0% 0.01% $10K 2026-02-10 $127.24
2025 Q3 UNCHANGED — — — 63 — 0% 0.01% $9K 2025-10-15 $156.21
2025 Q2 UNCHANGED — — — 63 — 0% 0.01% $7K 2025-07-16 $120.00
2025 Q1 INITIATED — — — 63 — — 0.01% $6K 2025-05-07 $94.50

🏢 Other funds also holding SHOP

As of 2026 Q2 — sorted by position size

Barton Investment Management 3Y 7Y 24.45% Meadowbrook Wealth Management, LLC 6.72% Nepsis Inc. 3Y 7Y 4.14% Bellecapital International Ltd. 3Y 7Y 3.9% Exane Asset Management 3Y 7Y 3.69% Addenda Capital Inc. 3Y 7Y 3.52% Wedbush Fund Advisers, LLC 3.38% LOUISBOURG INVESTMENTS INC. 3.24% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 3.09% Henry James International Management Inc. 3Y 7Y 2.89%

FAQ About MJT & Associates Financial Advisory Group, Inc. and SHOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has MJT & Associates Financial Advisory Group, Inc. reported owning SHOP?

MJT & Associates Financial Advisory Group, Inc. reported SHOP across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SHOP position in MJT & Associates Financial Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for SHOP was 0.01% in 2025 Q2.

What is the latest reported SHOP position on this page?

The most recent filing on this page is 2026 Q2, when MJT & Associates Financial Advisory Group, Inc. reported 63 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SHOP ownership page compare?

The chart compares MJT & Associates Financial Advisory Group, Inc.'s quarterly SHOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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