Position in SHOP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$633,813
+$406,063 QoQ
Shares Held
5,551
+189.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#927
of 1,699 holders
Holding Since
Jun 2023
12 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, 2026National Wealth Management Group, LLC holds $887,996 across 2 Software - Application names. SHOP ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
5,551 | $633,813 | |
| 2 | MSTR |
Strategy Inc
|
2,924 | $254,183 |
All Filings in SHOP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,813 | 5,551 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $227,750 | 1,920 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $371,518 | 2,308 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $212,363 | 1,429 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $209,937 | 1,820 | Shares | Sole | 2025-09-25 | |
| 2024-12-31 | $214,786 | 2,020 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $209,566 | 2,615 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $216,842 | 3,283 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $257,824 | 3,341 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $287,528 | 3,691 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $206,329 | 3,781 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $244,252 | 3,781 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||