Total Wealth Planning & Management, Inc.
Position in SHOP — Shopify Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in SHOP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$234,525
-$105 QoQ
Shares Held
2,054
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,315
of 1,699 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,719,536 across 4 Software - Application names. SHOP ranks #3 (13.6% of the industry book) .
All Filings in SHOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,525 | 2,054 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $234,630 | 1,978 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $309,384 | 1,922 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $216,281 | 1,875 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $231,693 | 2,179 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||