Position in SHOP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$265,696
-$9,858 QoQ
Shares Held
2,327
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,265
of 1,697 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $4,111,668 across 3 Software - Application names. SHOP ranks #3 (6.5% of the industry book) .
All Filings in SHOP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,696 | 2,327 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $275,554 | 2,323 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $381,015 | 2,367 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $360,825 | 2,428 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $719,668 | 6,239 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $428,227 | 4,485 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||