Investment Insight Wealth Management, LLC
Position in SHOP — Shopify Inc.
CIK 1737917
North Massapequa, NY
Position in SHOP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,616,434
-$73,155 QoQ
Shares Held
22,915
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#540
of 1,699 holders
Holding Since
Dec 2025
3 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, 2026Investment Insight Wealth Management, LLC holds $4,742,305 across 3 Software - Application names. SHOP ranks #1 (55.2% of the industry book) .
All Filings in SHOP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,616,434 | 22,915 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,689,589 | 22,674 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,643,394 | 22,634 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||