Position in SHOP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$355,213
-$125,672 QoQ
Shares Held
3,111
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,136
of 1,699 holders
Holding Since
Sep 2025
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, 2026POWER WEALTH MANAGEMENT LLC holds $2,328,320 across 6 Software - Application names. SHOP ranks #3 (15.3% of the industry book) .
All Filings in SHOP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,213 | 3,111 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $480,885 | 4,054 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $697,000 | 4,330 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $676,472 | 4,552 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||