Position in SHOP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$308,286
-$11,988 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,186
of 1,696 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, 2026Proactive Wealth Strategies LLC holds $1,941,066 across 3 Software - Application names. SHOP ranks #3 (15.9% 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 | $308,286 | 2,700 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $320,274 | 2,700 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $217,309 | 1,350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $200,623 | 1,350 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||