Position in SHOP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$202,441
-$7,872 QoQ
Shares Held
1,773
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,380
of 1,691 holders
Holding Since
Sep 2025
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, 2026Portus Wealth Advisors, LLC holds $202,441 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
|
1,773 | $202,441 |
All Filings in SHOP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,441 | 1,773 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $210,313 | 1,773 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $285,399 | 1,773 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $367,512 | 2,473 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||