Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$191,708
-$757,692 QoQ
Shares Held
1,679
-71.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,392
of 1,697 holders
Holding Since
Jun 2025
4 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, 2026Momentum Wealth Planning, LLC holds $191,708 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
|
1,679 | $191,708 |
All Filings in SHOP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,708 | 1,679 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $949,400 | 5,898 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $249,516 | 1,679 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $436,369 | 3,783 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||