SUMMIT WEALTH GROUP LLC / CO

Position in SHOP — Shopify Inc.

CIK 2081278 COLORADO SPRINGS, CO

Position in SHOP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$385,014

-$501 QoQ

Shares Held

3,372

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,107

of 1,699 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $1,994,118 across 5 Software - Application names. SHOP ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	7,914	$785,701
2	SHOP	Shopify Inc. This page	3,372	$385,014
3	SNOW	Snowflake Inc.	1,477	$375,896
4	CRM	Salesforce, Inc.	1,483	$232,326
5	UBER	Uber Technologies, Inc	2,982	$215,181

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,014	3,372	+3.8%	Shares	Sole	2026-07-28
2026-03-31	$385,515	3,250	+30.0%	Shares	Sole	2026-04-23
2025-12-31	$402,425	2,500	+3.6%	Shares	Sole	2026-02-04
2025-06-30	$278,224	2,412	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.