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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

SHOP holding history

Shopify Inc. in every 13F filed by Cornerstone Wealth Group, 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)
1,831
Value
$209.1K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of SHOP by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,831$209.1K<0.1%−96−5.0%ReducedHolders
Q1 20261,927$252.7K<0.1%+74+4.0%AddedHolders
Q4 20251,853$298.2K<0.1%−315−14.5%ReducedHolders
Q3 20252,168$322.1K<0.1%−1,348−38.3%ReducedHolders
Q2 20253,516$405.5K<0.1%−565−13.8%ReducedHolders
Q1 20254,081$389.7K<0.1%−39−0.9%ReducedHolders
Q4 20244,120$438.1K<0.1%+22+0.5%AddedHolders
Q3 20244,098$328.4K<0.1%+336+8.9%AddedHolders
Q2 20243,762$248.5K<0.1%−50−1.3%ReducedHolders
Q1 20243,812$294.2K<0.1%−250−6.2%ReducedHolders
Q4 20234,062$316.4K<0.1%00.0%UnchangedHolders
Q3 20234,062$221.7K<0.1%00.0%UnchangedHolders
Q2 20234,062$262.4K<0.1%+4,062NewHolders
Q2 20220$00.0%−5,520−100.0%Sold outConverted for a 10-for-1 splitHolders
Q1 2022552$373.0K0.1%+7+1.3%AddedHolders
Q4 2021545$751.0K0.1%+7+1.3%AddedHolders
Q3 2021538$729.0K0.1%00.0%UnchangedHolders
Q2 2021538$792.0K0.2%00.0%UnchangedHolders
Q1 2021538$614.0K0.1%––Holders

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