Position in SHOP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$907,045
-$290,779 QoQ
Shares Held
7,944
-21.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#801
of 1,703 holders
Holding Since
Mar 2021
16 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, 2026Total Clarity Wealth Management, Inc. holds $2,038,567 across 3 Software - Application names. SHOP ranks #1 (44.5% of the industry book) .
All Filings in SHOP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,045 | 7,944 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,197,824 | 10,098 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $794,869 | 4,938 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $701,439 | 4,720 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $539,838 | 4,680 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $482,842 | 5,057 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $537,710 | 5,057 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $360,069 | 4,493 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $273,447 | 4,140 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $258,519 | 3,350 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $270,702 | 3,475 | Shares | Sole | 2024-01-24 | |
| 2022-06-30 | $81,224 | 2,600 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $290,629 | 211 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $298,271 | 220 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $286,352 | 196 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $147,164 | 133 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||