Position in SHOP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$201,298
-$81,526 QoQ
Shares Held
1,697
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
4 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, 2026Wealth Management Associates, Inc. holds $1,350,466 across 3 Software - Application names.
All Filings in SHOP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,298 | 1,697 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $282,824 | 1,757 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $255,906 | 1,722 | Shares | Sole | 2025-10-21 | |
| 2022-03-31 | $375,833 | 556 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||