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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

SHOP holding history

Shopify Inc. in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of SHOP by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,746−100.0%Sold outHolders
Q4 20251,746$281.1K<0.1%−1,250−41.7%ReducedHolders
Q3 20252,996$445.2K0.1%+1,256+72.2%AddedHolders
Q2 20251,740$200.7K<0.1%−570−24.7%ReducedHolders
Q1 20252,310$220.6K<0.1%00.0%UnchangedHolders
Q4 20242,310$245.6K<0.1%+2,310NewHolders
Q1 20240$00.0%−2,570−100.0%Sold outHolders
Q4 20232,570$200.2K<0.1%+2,570NewHolders
Q3 20230$00.0%−2,090−100.0%Sold outHolders
Q2 20232,090$135.0K<0.1%−500−19.3%ReducedHolders
Q1 20232,590$124.2K<0.1%+2,590NewHolders
Q1 20220$00.0%−311−100.0%Sold outHolders
Q4 2021311$300.0K<0.1%+5+1.6%AddedHolders
Q3 2021306$465.0K<0.1%00.0%UnchangedHolders
Q2 2021306$454.0K<0.1%00.0%UnchangedHolders
Q1 2021306$350.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.