Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,195,350
-$102,945 QoQ
Shares Held
10,469
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#718
of 1,697 holders
Holding Since
Dec 2025
3 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, 2026Bluebird Wealth Management LLC holds $9,338,869 across 6 Software - Application names. SHOP ranks #4 (12.8% of the industry book) .
All Filings in SHOP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,350 | 10,469 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,298,295 | 10,945 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,733,485 | 10,769 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||