BRANDYWINE OAK PRIVATE WEALTH LLC

Position in SHOP — Shopify Inc.

CIK 1764694 Kennett Square, PA

Position in SHOP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$228,360

-$8,880 QoQ

Shares Held

2,000

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,338

of 1,697 holders

Holding Since

Sep 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BRANDYWINE OAK PRIVATE WEALTH LLC holds $1,521,055 across 5 Software - Application names. SHOP ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,257	$471,777
2	CRM	Salesforce, Inc.	2,131	$333,842
3	ADP	Automatic Data Processing Inc	1,232	$275,906
4	SHOP	Shopify Inc. This page	2,000	$228,360
5	ADBE	Adobe Inc.	1,030	$211,170

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,360	2,000	0.0%	Shares	Sole	2026-07-16
2026-03-31	$237,240	2,000	0.0%	Shares	Sole	2026-04-20
2025-12-31	$321,940	2,000	0.0%	Shares	Sole	2026-02-03
2025-09-30	$297,220	2,000	0.0%	Shares	Sole	2025-10-30
2025-06-30	$230,700	2,000	0.0%	Shares	Sole	2025-07-24
2024-12-31	$212,660	2,000	+890.1%	Shares	Sole	2025-01-27
2021-09-30	$273,867	202	—	Shares	Sole	2021-10-18
No filing history on record for this holder in this stock.