Bernard Wealth Management Corp.

Position in SHOP — Shopify Inc.

CIK 2056313 ROYAL OAK, MI

Position in SHOP

as of Jun 30, 2026 · filed Aug 21, 2026 Compact

Position Value

$13,815

-$538 QoQ

Shares Held

121

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,572

of 1,696 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bernard Wealth Management Corp. holds $179,121 across 6 Software - Application names. SHOP ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	1,588	$114,590
2	NOW	ServiceNow, Inc.	250	$24,820
3	CRM	Salesforce, Inc.	114	$17,859
4	SHOP	Shopify Inc. This page	121	$13,815
5	ADBE	Adobe Inc.	33	$6,765
6	SNOW	Snowflake Inc.	5	$1,272

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,815	121	0.0%	Shares	Sole	2026-08-21
2026-03-31	$14,353	121	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.