Independent Solutions Wealth Management, LLC

Position in SHOP — Shopify Inc.

CIK 1818391 Williamsville, NY

Position in SHOP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,003,493

-$179,166 QoQ

Shares Held

35,063

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#469

of 1,697 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $4,247,685 across 3 Software - Application names. SHOP ranks #1 (94.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	35,063	$4,003,493
2	ADBE	Adobe Inc.	1,028	$210,760
3	EGHT	8X8 Inc /De/	19,551	$33,432

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,003,493	35,063	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$4,182,659	35,261	-2.4%	Shares	Sole	2026-04-27
2025-12-31	$5,812,787	36,111	-6.4%	Shares	Sole	2026-02-05
2025-09-30	$5,731,441	38,567	-1.4%	Shares	Sole	2025-10-23
2025-06-30	$4,510,069	39,099	-2.1%	Shares	Sole	2025-07-23
2025-03-31	$3,811,848	39,923	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$4,239,696	39,873	+1.9%	Shares	Sole	2025-02-11
2024-09-30	$3,137,000	39,144	-1.8%	Shares	Sole	2024-12-19
2024-06-30	$2,632,158	39,851	-0.9%	Shares	Sole	2024-12-19
2024-03-31	$3,101,693	40,193	-6.0%	Shares	Sole	2024-12-19
2023-12-31	$3,332,484	42,779	-0.9%	Shares	Sole	2024-12-19
2023-09-30	$2,355,841	43,171	+0.5%	Shares	Sole	2024-12-19
2023-06-30	$2,775,022	42,957	+2.6%	Shares	Sole	2024-12-19
2023-03-31	$2,007,199	41,869	+1.8%	Shares	Sole	2024-12-19
2022-12-31	$1,427,726	41,133	+64.4%	Shares	Sole	2024-12-19
2022-09-30	$673,984	25,018	+0.1%	Shares	Sole	2024-12-19
2022-06-30	$780,406	24,981	+885.4%	Shares	Sole	2024-12-19
2022-03-31	$1,713,558	2,535	-10.6%	Shares	Sole	2024-12-19
2021-12-31	$3,906,278	2,836	-1.8%	Shares	Sole	2024-12-19
2021-09-30	$3,915,492	2,888	-1.1%	Shares	Sole	2024-12-19
2021-06-30	$4,264,600	2,919	+2.5%	Shares	Sole	2024-12-19
2021-03-31	$3,150,205	2,847	+8.0%	Shares	Sole	2024-12-19
2020-12-31	$2,984,952	2,637	-3.4%	Shares	Sole	2024-12-19
2020-09-30	$2,792,708	2,730	-6.4%	Shares	Sole	2024-12-19
2020-06-30	$2,768,816	2,917	+8.2%	Shares	Sole	2024-12-19
2020-03-31	$1,124,043	2,696	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.