Position in SHOP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$714,081
+$87,175 QoQ
Shares Held
6,254
+18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#895
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, 2026Lakeridge Wealth Management LLC holds $714,081 across 1 Software - Application name. SHOP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
6,254 | $714,081 |
All Filings in SHOP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,081 | 6,254 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $626,906 | 5,285 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $846,863 | 5,261 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $781,837 | 5,261 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $767,769 | 6,656 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $626,253 | 6,559 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $697,418 | 6,559 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $525,638 | 6,559 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $433,221 | 6,559 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $520,820 | 6,749 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $549,117 | 7,049 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||