One Wealth Management Investment & Advisory Services, LLC
Position in SHOP — Shopify Inc.
CIK 2009427
BOCA RATON, FL
Position in SHOP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$456,834
-$506,597 QoQ
Shares Held
4,001
-50.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,041
of 1,697 holders
Holding Since
Dec 2023
11 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, 2026One Wealth Management Investment & Advisory Services, LLC holds $970,321 across 3 Software - Application names. SHOP ranks #1 (47.1% of the industry book) .
All Filings in SHOP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,834 | 4,001 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $963,431 | 8,122 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $1,298,223 | 8,065 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $801,602 | 5,394 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $596,474 | 5,171 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $493,631 | 5,170 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $556,637 | 5,235 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $417,529 | 5,210 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $905,809 | 13,714 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $455,997 | 5,909 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $468,880 | 6,019 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||