Position in SHOP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$556,970
+$196,959 QoQ
Shares Held
4,878
+60.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#970
of 1,697 holders
Holding Since
Dec 2025
3 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, 2026STONEHAVEN WEALTH & TAX SOLUTIONS, LLC holds $556,970 across 1 Software - Application name. SHOP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
4,878 | $556,970 |
All Filings in SHOP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,970 | 4,878 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $360,011 | 3,035 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $412,727 | 2,564 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||