Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$310,455
+$17,820 QoQ
Shares Held
2,719
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,182
of 1,697 holders
Holding Since
Sep 2024
8 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, 2026VANCE WEALTH, LLC holds $1,623,010 across 3 Software - Application names. SHOP ranks #3 (19.1% of the industry book) .
All Filings in SHOP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,455 | 2,719 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $292,635 | 2,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $397,112 | 2,467 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $496,357 | 3,340 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $513,076 | 4,448 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $381,156 | 3,992 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $424,575 | 3,993 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $316,793 | 3,953 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||