WEALTH EFFECTS LLC

Position in SHOP — Shopify Inc.

CIK 1907254 BOSTON, MA

Position in SHOP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$225,505

+$127 QoQ

Shares Held

1,975

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,346

of 1,697 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $1,063,436 across 4 Software - Application names. SHOP ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	3,735	$370,810
2	CRM	Salesforce, Inc.	1,575	$246,739
3	SHOP	Shopify Inc. This page	1,975	$225,505
4	ESTC	Elastic N.V.	3,865	$220,382

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,505	1,975	+3.9%	Shares	Sole	2026-08-06
2026-03-31	$225,378	1,900	+11.8%	Shares	Sole	2026-04-21
2025-12-31	$273,649	1,700	-11.7%	Shares	Sole	2026-01-26
2025-09-30	$286,074	1,925	0.0%	Shares	Sole	2025-10-28
2025-06-30	$222,048	1,925	-11.5%	Shares	Sole	2025-07-15
2025-03-31	$207,669	2,175	-15.5%	Shares	Sole	2025-04-23
2024-12-31	$273,799	2,575	0.0%	Shares	Sole	2025-01-22
2024-09-30	$206,360	2,575	-64.0%	Shares	Sole	2024-10-21
2024-03-31	$551,379	7,145	-20.4%	Shares	Sole	2024-04-22
2023-12-31	$699,152	8,975	-10.4%	Shares	Sole	2024-01-29
2023-09-30	$546,791	10,020	+0.8%	Shares	Sole	2023-10-16
2023-06-30	$642,447	9,945	-0.7%	Shares	Sole	2023-07-18
2023-03-31	$480,119	10,015	+1.3%	Shares	Sole	2023-05-04
2022-12-31	$343,281	9,890	-22.9%	Shares	Sole	2023-02-02
2022-09-30	$345,370	12,820	-2.3%	Shares	Sole	2022-11-14
2022-06-30	$409,868	13,120	+952.1%	Shares	Sole	2022-08-03
2022-03-31	$842,922	1,247	+5.8%	Shares	Sole	2022-05-16
2021-12-31	$1,623,942	1,179	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.