Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,425
-$133 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,651
of 1,699 holders
Holding Since
Jun 2021
21 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, 2026Prestige Wealth Management Group LLC holds $1,328,398 across 28 Software - Application names. SHOP ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,048 | $906,548 | |
| 2 | INTU |
Intuit Inc.
|
633 | $165,213 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
111 | $41,659 | |
| 4 | NOW |
ServiceNow, Inc.
|
400 | $39,711 | |
| 5 | UBER |
Uber Technologies, Inc
|
527 | $38,027 | |
| 6 | FROG |
JFrog Ltd
|
300 | $27,264 | |
| 7 | CRM |
Salesforce, Inc.
|
130 | $20,365 | |
| 8 | PAYX |
Paychex Inc
|
169 | $16,617 |
All Filings in SHOP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,425 | 30 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,558 | 30 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,829 | 30 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,458 | 30 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $3,460 | 30 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $2,864 | 30 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $3,189 | 30 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $2,404 | 30 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $1,981 | 30 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $2,315 | 30 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,337 | 30 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $1,637 | 30 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $1,938 | 30 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $1,438 | 30 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $1,041 | 30 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $808 | 30 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $937 | 30 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,027 | 3 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $6,886 | 5 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $6,778 | 5 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $4,382 | 3 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||