Position in SHOP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$413,272
-$31,971 QoQ
Shares Held
3,484
+26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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 Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $8,727,647 across 81 Software - Application names. SHOP ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
6,723 | $1,151,044 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,590 | $761,738 | |
| 3 | INTU |
Intuit Inc.
|
1,636 | $707,373 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,627 | $588,302 | |
| 5 | SHOP |
Shopify Inc.
This page
|
3,484 | $413,272 | |
| 6 | CRM |
Salesforce, Inc.
|
1,991 | $371,659 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,226 | $340,668 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,294 | $309,783 |
All Filings in SHOP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,272 | 3,484 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $445,243 | 2,766 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $392,330 | 2,640 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $311,214 | 2,698 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $218,840 | 2,292 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $241,369 | 2,270 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $287,622 | 3,589 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $235,930 | 3,572 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $314,853 | 4,080 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $251,149 | 3,224 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $228,554 | 3,538 | Shares | Sole | 2023-08-07 | |
| 2022-06-30 | $219,617 | 7,030 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $46,303 | 685 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $79,888 | 580 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $76,737 | 566 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $85,613 | 586 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $58,201 | 526 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $56,370 | 498 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $39,894 | 390 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $60,463 | 637 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $24,973 | 599 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||