Performance Wealth Partners, LLC

Position in SHOP — Shopify Inc.

CIK 1908765 HINSDALE, IL

Position in SHOP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$367,773

+$24,131 QoQ

Shares Held

3,221

+11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,119

of 1,695 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $1,423,758 across 4 Software - Application names. SHOP ranks #3 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	2,928	$458,700
2	ADP	Automatic Data Processing Inc	1,729	$387,209
3	SHOP	Shopify Inc. This page	3,221	$367,773
4	NOW	ServiceNow, Inc.	2,116	$210,076

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,773	3,221	+11.2%	Shares	Sole	2026-08-07
2026-03-31	$343,642	2,897	-19.1%	Shares	Sole	2026-04-10
2025-12-31	$576,272	3,580	+43.9%	Shares	Sole	2026-01-21
2025-09-30	$369,593	2,487	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.