Position in SHOP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$361,836
-$17,629 QoQ
Shares Held
3,169
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,125
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, 2026New Insight Wealth Advisors holds $1,326,389 across 5 Software - Application names. SHOP ranks #1 (27.3% of the industry book) .
All Filings in SHOP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,836 | 3,169 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $379,465 | 3,199 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $575,628 | 3,576 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $572,445 | 3,852 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $468,551 | 4,062 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $396,814 | 4,156 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $446,160 | 4,196 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $336,267 | 4,196 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $244,054 | 3,695 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $267,394 | 3,465 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $269,923 | 3,465 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||