Position in SHOP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$267,980
+$18,048 QoQ
Shares Held
2,347
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,264
of 1,699 holders
Holding Since
Jun 2020
18 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, 2026Laidlaw Wealth Management LLC holds $267,980 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
|
2,347 | $267,980 |
All Filings in SHOP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,980 | 2,347 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $249,932 | 2,107 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $393,893 | 2,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $336,898 | 2,267 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $230,700 | 2,000 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $439,036 | 4,129 | Shares | Sole | 2025-02-03 | |
| 2023-12-31 | $239,620 | 3,076 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $221,663 | 4,062 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $283,077 | 4,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $205,231 | 4,281 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $326,488 | 483 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $738,281 | 536 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $740,255 | 546 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $866,361 | 593 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $547,717 | 495 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $501,453 | 443 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $262,903 | 257 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $337,915 | 356 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||