Position in SHOP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$231,328
-$15,994 QoQ
Shares Held
2,026
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,319
of 1,696 holders
Holding Since
Sep 2024
8 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, 2026Lantz Financial LLC holds $3,047,618 across 3 Software - Application names. SHOP ranks #3 (7.6% of the industry book) .
All Filings in SHOP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,328 | 2,026 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $247,322 | 2,085 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $321,296 | 1,996 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $303,461 | 2,042 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $283,414 | 2,457 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $233,353 | 2,444 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $264,761 | 2,490 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $212,531 | 2,652 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||