Position in SHOP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$856,121
-$41,832 QoQ
Shares Held
7,498
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#818
of 1,697 holders
Holding Since
Sep 2020
17 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, 2026Horst & Graben Wealth Management LLC holds $1,583,942 across 2 Software - Application names. SHOP ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
7,498 | $856,121 | |
| 2 | NOW |
ServiceNow, Inc.
|
7,331 | $727,821 |
All Filings in SHOP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,121 | 7,498 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $897,953 | 7,570 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $853,462 | 5,302 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,118,290 | 7,525 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $878,505 | 7,616 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $738,537 | 7,735 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $735,484 | 6,917 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $329,455 | 4,111 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $271,531 | 4,111 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $220,397 | 2,856 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $222,482 | 2,856 | Shares | Sole | 2024-01-29 | |
| 2023-03-31 | $232,029 | 4,840 | Shares | Sole | 2023-04-28 | |
| 2021-12-31 | $246,552 | 179 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $242,684 | 179 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $261,515 | 179 | Shares | Sole | 2021-07-20 | |
| 2020-12-31 | $202,619 | 179 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $213,800 | 209 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||