Position in SHOP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,807,229
-$104,298 QoQ
Shares Held
24,586
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#524
of 1,697 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,218,425 across 7 Software - Application names. SHOP ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
24,586 | $2,807,229 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,752 | $1,064,504 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,520 | $788,304 | |
| 4 | PAYX |
Paychex Inc
|
5,321 | $523,213 | |
| 5 | CRM |
Salesforce, Inc.
|
2,614 | $409,509 | |
| 6 | SNOW |
Snowflake Inc.
|
1,590 | $404,655 | |
| 7 | ADBE |
Adobe Inc.
|
1,078 | $221,011 |
All Filings in SHOP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,229 | 24,586 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,911,527 | 24,545 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,885,976 | 24,141 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,695,633 | 24,868 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,896,438 | 25,110 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,394,542 | 25,079 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,682,386 | 25,227 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,042,928 | 25,492 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,684,142 | 25,498 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,945,918 | 25,216 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,966,663 | 25,246 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,379,311 | 25,276 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,635,349 | 25,315 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,247,446 | 26,021 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $929,429 | 26,777 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $724,254 | 26,884 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $684,249 | 21,903 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $767,890 | 1,136 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,137,724 | 826 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,054,796 | 778 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,132,259 | 775 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $765,698 | 692 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $791,233 | 699 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $704,826 | 689 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||