Sound Income Strategies, LLC

Position in SHOP — Shopify Inc.

CIK 1730960 Ft Lauderdale, FL

Position in SHOP

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$96,200

+$64,489 QoQ

Shares Held

811

+311.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sound Income Strategies, LLC holds $5,608,901 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	OTEX	Open Text Corp	172,714	$3,825,615
2	DDOG	Datadog, Inc.	1,615	$420,481
3	SNOW	Snowflake Inc.	1,534	$390,403
4	ADP	Automatic Data Processing Inc	1,684	$377,131
5	NOW	ServiceNow, Inc.	3,271	$324,744
6	UBER	Uber Technologies, Inc	3,749	$270,527

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$96,200	811	+311.7%	Shares	Sole	2026-04-27
2025-12-31	$31,711	197	+82.4%	Shares	Sole	2026-01-21
2025-09-30	$16,049	108	0.0%	Shares	Sole	2025-10-10
2025-06-30	$12,457	108	0.0%	Shares	Sole	2025-07-17
2025-03-31	$10,311	108	0.0%	Shares	Sole	2025-04-17
2024-12-31	$11,483	108	0.0%	Shares	Sole	2025-01-21
2024-09-30	$8,655	108	0.0%	Shares	Sole	2024-10-10
2024-06-30	$7,133	108	0.0%	Shares	Sole	2024-07-12
2024-03-31	$8,334	108	-90.1%	Shares	Sole	2024-04-15
2023-12-31	$84,911	1,090	+1111.1%	Shares	Sole	2024-01-10
2023-09-30	$4,911	90	0.0%	Shares	Sole	2023-10-12
2023-06-30	$5,814	90	0.0%	Shares	Sole	2023-07-10
2023-03-31	$4,314	90	0.0%	Shares	Sole	2023-04-10
2022-12-31	$3,123	90	0.0%	Shares	Sole	2023-01-11
2022-09-30	$2,424	90	0.0%	Shares	Sole	2022-10-18
2022-06-30	$2,811	90	+900.0%	Shares	Sole	2022-07-11
2022-03-31	$6,083	9	-35.7%	Shares	Sole	2022-04-11
2021-12-31	$19,283	14	0.0%	Shares	Sole	2022-01-13
2021-09-30	$18,980	14	+600.0%	Shares	Sole	2021-10-12
2021-06-30	$2,921	2	-96.2%	Shares	Sole	2021-07-13
2021-03-31	$57,538	52	0.0%	Shares	Sole	2021-04-14
2020-12-31	$58,861	52	0.0%	Shares	Sole	2021-01-11
2020-09-30	$53,194	52	0.0%	Shares	Sole	2020-10-08
2020-06-30	$49,358	52	0.0%	Shares	Sole	2020-07-13
2020-03-31	$21,680	52	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.