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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

SHOP holding history

Shopify Inc. in every 13F filed by Abound Wealth Management, 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)
2,541
Value
$290.1K
% of portfolio
0.1%
Quarters held
17
Since Q4 2021
Holdings of SHOP by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,541$290.1K0.1%−14−0.5%ReducedHolders
Q1 20262,555$303.1K0.1%+366+16.7%AddedHolders
Q4 20252,189$352.4K0.1%−46−2.1%ReducedHolders
Q3 20252,235$332.1K0.1%+46+2.1%AddedHolders
Q2 20252,189$252.5K0.1%+170+8.4%AddedHolders
Q1 20252,019$192.8K0.1%+214+11.9%AddedHolders
Q4 20241,805$191.9K0.1%−58−3.1%ReducedHolders
Q3 20241,863$149.3K<0.1%+48+2.6%AddedHolders
Q2 20241,815$119.9K<0.1%−20−1.1%ReducedHolders
Q1 20241,835$141.6K0.1%+20+1.1%AddedHolders
Q4 20231,815$141.4K0.1%+15+0.8%AddedHolders
Q3 20231,800$98.2K<0.1%00.0%UnchangedHolders
Q2 20231,800$116.3K<0.1%00.0%UnchangedHolders
Q1 20231,800$86.3K<0.1%00.0%UnchangedHolders
Q4 20221,800$62.5K<0.1%00.0%UnchangedHolders
Q3 20221,800$48.5K<0.1%+1,800NewHolders
Q1 20220$00.0%−195−100.0%Sold outHolders
Q4 2021195$268.6K0.2%–No prior filingHolders