Position in SHOP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$915,152
-$45,670 QoQ
Shares Held
8,015
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#791
of 1,697 holders
Holding Since
Dec 2024
7 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, 2026Jacksonville Wealth Management, LLC holds $1,359,013 across 2 Software - Application names. SHOP ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
8,015 | $915,152 | |
| 2 | PAYX |
Paychex Inc
|
4,514 | $443,861 |
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,152 | 8,015 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $960,822 | 8,100 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,299,349 | 8,072 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,221,871 | 8,222 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $962,711 | 8,346 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $809,193 | 8,475 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $914,438 | 8,600 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||