Position in SHOP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,167,718
+$6,785 QoQ
Shares Held
10,227
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#726
of 1,699 holders
Holding Since
Dec 2024
7 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, 2026Fiduciary Planning LLC holds $1,167,718 across 1 Software - Application name. SHOP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
10,227 | $1,167,718 |
All Filings in SHOP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,718 | 10,227 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,160,933 | 9,787 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,496,055 | 9,294 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,416,253 | 9,530 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,030,190 | 8,931 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $852,731 | 8,931 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $629,579 | 5,921 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||