Position in SHOP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$306,687
-$277,279 QoQ
Shares Held
2,686
-45.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,194
of 1,697 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $1,341,189 across 4 Software - Application names. SHOP ranks #4 (22.9% 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 | $306,687 | 2,686 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $583,966 | 4,923 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $792,455 | 4,923 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||