Measured Wealth Private Client Group, LLC
Position in SHOP — Shopify Inc.
CIK 1720235
PORTSMOUTH, NH
Position in SHOP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,186
-$423 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $1,621,567 across 28 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DBD |
DIEBOLD NIXDORF, Inc
|
7,669 | $652,018 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,398 | $313,082 | |
| 3 | TYL |
Tyler Technologies Inc
|
810 | $236,892 | |
| 4 | PAYX |
Paychex Inc
|
1,604 | $157,721 | |
| 5 | AGYS |
Agilysys Inc
|
443 | $46,293 | |
| 6 | DSGX |
Descartes Systems Group Inc
|
505 | $34,966 | |
| 7 | PDFS |
Pdf Solutions Inc
|
485 | $34,333 | |
| 8 | UBER |
Uber Technologies, Inc
|
357 | $25,761 |
All Filings in SHOP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,186 | 10 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,609 | 10 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||