Prosperity Financial Group, Inc.

Position in SHOP — Shopify Inc.

CIK 1991334 San Ramon, CA

Position in SHOP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$496,226

+$205,252 QoQ

Shares Held

4,346

+77.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,006

of 1,697 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Prosperity Financial Group, Inc. holds $3,270,345 across 5 Software - Application names. SHOP ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	15,459	$1,115,521
2	CRM	Salesforce, Inc.	5,762	$902,674
3	SHOP	Shopify Inc. This page	4,346	$496,226
4	NOW	ServiceNow, Inc.	4,835	$480,018
5	ADP	Automatic Data Processing Inc	1,232	$275,906

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,226	4,346	+77.2%	Shares	Sole	2026-07-28
2026-03-31	$290,974	2,453	+0.2%	Shares	Sole	2026-05-13
2025-12-31	$394,054	2,448	+8.9%	Shares	Sole	2026-01-26
2025-09-30	$334,075	2,248	+2.1%	Shares	Sole	2025-11-14
2025-06-30	$253,885	2,201	-2.6%	Shares	Sole	2025-07-30
2025-03-31	$215,784	2,260	-2.2%	Shares	Sole	2025-05-15
2024-12-31	$245,622	2,310	-13.8%	Shares	Sole	2025-02-07
2024-03-31	$206,815	2,680	0.0%	Shares	Sole	2024-05-15
2023-12-31	$208,772	2,680	-31.6%	Shares	Sole	2024-02-14
2023-06-30	$253,232	3,920	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.