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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

SHOP holding history

Shopify Inc. in every 13F filed by RSM US Wealth Management 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 (Q2 2026)
32,836
Value
$3.75M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SHOP by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,836$3.75M<0.1%−12,939−28.3%ReducedHolders
Q1 202645,775$5.43M0.1%−87−0.2%ReducedHolders
Q4 202545,862$7.51M0.1%+1,000+2.2%AddedHolders
Q3 202544,862$6.67M0.1%+10,881+32.0%AddedHolders
Q2 202533,981$3.92M0.1%+1,029+3.1%AddedHolders
Q1 202532,952$3.13M<0.1%−818−2.4%ReducedHolders
Q4 202433,770$3.60M0.1%+6,868+25.5%AddedHolders
Q3 202426,902$2.11M<0.1%+6,617+32.6%AddedHolders
Q2 202420,285$1.31M<0.1%+8,763+76.1%AddedHolders
Q1 202411,522$889.4K<0.1%+1,426+14.1%AddedHolders
Q4 202310,096$786.5K<0.1%+895+9.7%AddedHolders
Q3 20239,201$502.1K<0.1%−860−8.5%ReducedHolders
Q2 202310,061$649.9K<0.1%+1,451+16.9%AddedHolders
Q1 20238,610$412.8K<0.1%+8,610NewHolders
Q2 20220$00.0%−3,060−100.0%Sold outConverted for a 10-for-1 splitHolders
Q1 2022306$207.0K<0.1%+13+4.4%AddedHolders
Q4 2021293$404.0K<0.1%+24+8.9%AddedHolders
Q3 2021269$365.0K<0.1%00.0%UnchangedHolders
Q2 2021269$393.0K<0.1%00.0%UnchangedHolders
Q1 2021269$298.0K<0.1%––Holders

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