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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

SHOP holding history

Shopify Inc. in every 13F filed by Jeppson 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)
24,586
Value
$2.81M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of SHOP by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,586$2.81M0.8%+41+0.2%AddedHolders
Q1 202624,545$2.91M0.9%+404+1.7%AddedHolders
Q4 202524,141$3.89M1.2%−727−2.9%ReducedHolders
Q3 202524,868$3.70M1.2%−242−1.0%ReducedHolders
Q2 202525,110$2.90M1.0%+31+0.1%AddedHolders
Q1 202525,079$2.39M0.9%−148−0.6%ReducedHolders
Q4 202425,227$2.68M1.0%−265−1.0%ReducedHolders
Q3 202425,492$2.04M0.7%−60.0%ReducedHolders
Q2 202425,498$1.68M0.6%+282+1.1%AddedHolders
Q1 202425,216$1.95M0.8%−30−0.1%ReducedHolders
Q4 202325,246$1.97M0.8%−30−0.1%ReducedHolders
Q3 202325,276$1.38M0.6%−39−0.2%ReducedHolders
Q2 202325,315$1.64M0.7%−706−2.7%ReducedHolders
Q1 202326,021$1.25M0.5%−756−2.8%ReducedHolders
Q4 202226,777$929.4K0.4%−107−0.4%ReducedHolders
Q3 202226,884$724.0K0.3%+4,981+22.7%AddedHolders
Q2 202221,903$684.0K0.3%+10,543+92.8%AddedConverted for a 10-for-1 splitHolders
Q1 20221,136$767.0K0.4%+310+37.5%AddedHolders
Q4 2021826$1.14M0.5%+48+6.2%AddedHolders
Q3 2021778$1.05M0.5%+3+0.4%AddedHolders
Q2 2021775$1.13M0.6%+83+12.0%AddedHolders
Q1 2021692$765.0K0.5%––Holders

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