Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$451,011
-$30,111 QoQ
Shares Held
3,950
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,048
of 1,697 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Retirement Planning Group, LLC holds $1,270,726 across 3 Software - Application names. SHOP ranks #2 (35.5% of the industry book) .
All Filings in SHOP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,011 | 3,950 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $481,122 | 4,056 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||