Position in SHOP
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$203,196
-$62,404 QoQ
Shares Held
1,713
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 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, 2026Balboa Wealth Partners holds $3,236,044 across 4 Software - Application names.
All Filings in SHOP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,196 | 1,713 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $265,600 | 1,650 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $245,503 | 1,652 | Shares | Sole | 2025-11-06 | |
| 2024-03-31 | $238,995 | 3,097 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||