Western Wealth Management, LLC

Position in SHOP — Shopify Inc.

CIK 1767902 GOLDEN, CO

Position in SHOP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$531,735

-$268,355 QoQ

Shares Held

4,657

-31.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#986

of 1,697 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Western Wealth Management, LLC holds $15,595,372 across 14 Software - Application names. SHOP ranks #11 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	50,032	$3,610,308
2	NOW	ServiceNow, Inc.	28,399	$2,819,452
3	CRM	Salesforce, Inc.	9,795	$1,534,484
4	PAYX	Paychex Inc	12,340	$1,213,392
5	ADP	Automatic Data Processing Inc	4,322	$967,911
6	MSTR	Strategy Inc	11,002	$956,403
7	SSNC	SS&C Technologies Holdings Inc	13,647	$846,796
8	ADBE	Adobe Inc.	3,514	$720,440

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,735	4,657	-31.0%	Shares	Sole	2026-08-14
2026-03-31	$800,090	6,745	+94.9%	Shares	Sole	2026-05-19
2025-12-31	$557,117	3,461	+26.4%	Shares	Sole	2026-02-05
2025-09-30	$406,894	2,738	+29.2%	Shares	Sole	2025-11-06
2025-06-30	$244,426	2,119	-3.6%	Shares	Sole	2025-08-11
2025-03-31	$209,960	2,199	-1.7%	Shares	Sole	2025-04-23
2024-12-31	$237,966	2,238	-60.0%	Shares	Sole	2025-04-16
2024-03-31	$431,997	5,598	-6.8%	Shares	Sole	2024-05-03
2023-12-31	$467,711	6,004	+1079.6%	Shares	Sole	2024-01-31
2022-03-31	$344,063	509	+51.0%	Shares	Sole	2022-05-10
2021-12-31	$464,180	337	+49.8%	Shares	Sole	2022-02-14
2021-06-30	$328,720	225	-44.3%	Shares	Sole	2021-08-09
2021-03-31	$447,026	404	+71.9%	Shares	Sole	2021-05-14
2020-12-31	$266,008	235	-0.8%	Shares	Sole	2021-02-10
2020-09-30	$242,443	237	-11.9%	Shares	Sole	2020-10-27
2020-06-30	$255,334	269	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.