Position in SHOP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$143,524
+$139,949 QoQ
Shares Held
1,257
+3954.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,414
of 1,697 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Derivatives in SHOP
reported options exposure · as of Jun 30, 2026CallValue
$57,090
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $2,227,258 across 3 Software - Application names. SHOP ranks #3 (6.4% of the industry book) .
All Filings in SHOP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,090 | 500 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $143,524 | 1,257 | Shares | Sole | 2026-07-13 | |
| 2025-06-30 | $230,700 | 2,000 | Call | Sole | 2025-07-11 | |
| 2025-06-30 | $3,575 | 31 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||