Position in W
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$369
+$294 QoQ
Shares Held
4
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#438
of 451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in W Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026SHP Wealth Management holds $11,069,057 across 13 Internet Retail names. W ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
41,643 | $9,925,192 | |
| 2 | MELI |
Mercadolibre Inc
|
370 | $628,034 | |
| 3 | DASH |
DoorDash, Inc.
|
1,689 | $311,671 | |
| 4 | SE |
Sea Ltd
|
1,487 | $142,499 | |
| 5 | CPNG |
Coupang, Inc.
|
1,782 | $30,953 | |
| 6 | EBAY |
Ebay Inc
|
141 | $15,756 | |
| 7 | BABA |
Alibaba Group Holding Ltd
|
85 | $8,158 | |
| 8 | PDD |
PDD Holdings Inc.
|
30 | $2,288 |
All Filings in W
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369 | 4 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $75 | 1 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $301 | 3 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||