Wealthspire Retirement, LLC

Pension

Position in SHOP — Shopify Inc.

CIK 2040084 ALISO VIEJO, CA

Position in SHOP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$285,564

-$5,648 QoQ

Shares Held

2,501

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,228

of 1,697 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wealthspire Retirement, LLC holds $551,040 across 2 Software - Application names. SHOP ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SHOP	Shopify Inc. This page	2,501	$285,564
2	UBER	Uber Technologies, Inc	3,679	$265,476

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,564	2,501	+1.9%	Shares	Sole	2026-08-12
2026-03-31	$291,212	2,455	+0.2%	Shares	Sole	2026-05-13
2025-12-31	$394,537	2,451	-28.5%	Shares	Sole	2026-02-18
2025-09-30	$509,732	3,430	-6.8%	Shares	Sole	2026-02-06
2025-06-30	$424,718	3,682	0.0%	Shares	Sole	2025-08-12
2025-03-31	$351,557	3,682	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$389,486	3,663	-2.7%	Shares	Sole	2025-02-13
2024-09-30	$301,566	3,763	0.0%	Shares	Sole	2025-02-13
2024-06-30	$248,546	3,763	0.0%	Shares	Sole	2025-02-13
2024-03-31	$290,390	3,763	+6.2%	Shares	Sole	2025-02-13
2023-12-31	$276,077	3,544	+0.4%	Shares	Sole	2025-02-13
2023-06-30	$228,038	3,530	+900.0%	Shares	Sole	2025-02-13
2022-03-31	$238,613	353	+0.9%	Shares	Sole	2025-02-13
2021-12-31	$482,086	350	0.0%	Shares	Sole	2025-02-13
2021-09-30	$474,523	350	0.0%	Shares	Sole	2025-02-13
2021-06-30	$511,343	350	0.0%	Shares	Sole	2025-02-13
2021-03-31	$387,275	350	0.0%	Shares	Sole	2025-02-13
2020-12-31	$396,182	350	0.0%	Shares	Sole	2025-02-13
2020-09-30	$358,039	350	0.0%	Shares	Sole	2025-02-13
2020-06-30	$332,220	350	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.