Position in SHOP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$532,420
-$50,122 QoQ
Shares Held
4,663
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#984
of 1,697 holders
Holding Since
Dec 2022
15 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, 2026Beverly Hills Private Wealth, LLC holds $1,297,831 across 3 Software - Application names. SHOP ranks #1 (41.0% of the industry book) .
All Filings in SHOP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,420 | 4,663 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $582,542 | 4,911 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $833,824 | 5,180 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $776,338 | 5,224 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $616,775 | 5,347 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $592,260 | 6,203 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $658,499 | 6,193 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $505,201 | 6,304 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $398,611 | 6,035 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $453,759 | 5,880 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $610,346 | 7,835 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $444,254 | 8,141 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $528,815 | 8,186 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $413,530 | 8,626 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $285,871 | 8,236 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||