Clay Northam Wealth Management, LLC

Position in SHOP — Shopify Inc.

CIK 1915687 HUNTINGTON BEACH, CA

Position in SHOP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$661,787

-$71,403 QoQ

Shares Held

5,796

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#918

of 1,699 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Clay Northam Wealth Management, LLC holds $871,520 across 2 Software - Application names. SHOP ranks #1 (75.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SHOP	Shopify Inc. This page	5,796	$661,787
2	ZM	Zoom Communications, Inc.	2,430	$209,733

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,787	5,796	-6.2%	Shares	Sole	2026-08-11
2026-03-31	$733,190	6,181	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$996,404	6,190	-0.6%	Shares	Sole	2026-02-17
2025-09-30	$925,245	6,226	-0.8%	Shares	Sole	2025-10-21
2025-06-30	$723,936	6,276	+24.1%	Shares	Sole	2025-07-17
2025-03-31	$482,746	5,056	+0.4%	Shares	Sole	2025-04-25
2024-12-31	$535,477	5,036	+0.8%	Shares	Sole	2025-01-24
2024-09-30	$400,219	4,994	-0.2%	Shares	Sole	2025-01-07
2024-06-30	$330,580	5,005	-6.4%	Shares	Sole	2024-07-19
2024-03-31	$412,473	5,345	-2.0%	Shares	Sole	2024-04-24
2023-12-31	$424,944	5,455	-3.2%	Shares	Sole	2024-01-23
2023-09-30	$307,501	5,635	+9.4%	Shares	Sole	2023-10-19
2023-06-30	$332,690	5,150	+15.7%	Shares	Sole	2023-07-20
2023-03-31	$213,333	4,450	+356.9%	Shares	Sole	2023-04-20
2022-03-31	$658,385	974	+13.1%	Shares	Sole	2022-04-22
2021-12-31	$1,185,932	861	—	Shares	Sole	2022-03-15
No filing history on record for this holder in this stock.