MINDSET WEALTH MANAGEMENT, LLC

Position in SHOP — Shopify Inc.

CIK 2044232 INDIANAPOLIS, IN

Position in SHOP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$293,442

-$58,859 QoQ

Shares Held

2,570

-13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,214

of 1,697 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MINDSET WEALTH MANAGEMENT, LLC holds $1,469,256 across 5 Software - Application names. SHOP ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	5,095	$505,831
2	SHOP	Shopify Inc. This page	2,570	$293,442
3	UBER	Uber Technologies, Inc	3,703	$267,208
4	SNOW	Snowflake Inc.	800	$203,600
5	SRAD	Sportradar Group AG	13,305	$199,175

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,442	2,570	-13.5%	Shares	Sole	2026-08-04
2026-03-31	$352,301	2,970	-3.5%	Shares	Sole	2026-04-22
2025-12-31	$495,304	3,077	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$460,096	3,096	+6.6%	Shares	Sole	2025-11-14
2025-06-30	$334,976	2,904	-0.9%	Shares	Sole	2025-08-11
2025-03-31	$279,756	2,930	-2.3%	Shares	Sole	2025-05-15
2024-12-31	$318,990	3,000	+20.0%	Shares	Sole	2025-02-11
2024-09-30	$200,350	2,500	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.