Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$810,221
-$34,353 QoQ
Shares Held
7,096
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#832
of 1,697 holders
Holding Since
Jun 2024
9 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, 2026Keystone Wealth Services, LLC holds $810,221 across 1 Software - Application name. SHOP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
7,096 | $810,221 |
All Filings in SHOP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,221 | 7,096 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $844,574 | 7,120 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,055,158 | 6,555 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $824,339 | 5,547 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $638,808 | 5,538 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $524,949 | 5,498 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $537,923 | 5,059 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $365,598 | 4,562 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $322,852 | 4,888 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||