Position in SHOP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,094,415
-$113,729 QoQ
Shares Held
9,585
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#740
of 1,697 holders
Holding Since
Dec 2020
15 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, 2026Wealth Management Partners, LLC holds $1,355,719 across 2 Software - Application names. SHOP ranks #1 (80.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
9,585 | $1,094,415 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,632 | $261,304 |
All Filings in SHOP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,415 | 9,585 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,208,144 | 10,185 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,618,070 | 10,052 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,503,190 | 10,115 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,187,758 | 10,297 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $981,438 | 10,279 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,125,396 | 10,584 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $853,811 | 10,654 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $1,126,836 | 14,602 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,084,523 | 13,922 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $752,847 | 13,796 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $840,833 | 13,016 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $578,971 | 12,077 | Shares | Sole | 2023-04-14 | |
| 2022-03-31 | $675,960 | 1,000 | Shares | Sole | 2022-04-13 | |
| 2020-12-31 | $533,148 | 471 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||