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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

SHOP holding history

Shopify Inc. in every 13F filed by Portside 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)
33,646
Value
$3.84M
% of portfolio
0.4%
Quarters held
13
Since Q2 2023
Holdings of SHOP by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,646$3.84M0.4%−3,103−8.4%ReducedHolders
Q1 202636,749$4.36M0.6%−9,475−20.5%ReducedHolders
Q4 202546,224$7.44M1.0%−11,544−20.0%ReducedHolders
Q3 202557,768$8.58M1.2%−11,439−16.5%ReducedHolders
Q2 202569,207$7.98M1.2%−1,639−2.3%ReducedHolders
Q1 202570,846$6.76M1.1%−2,162−3.0%ReducedHolders
Q4 202473,008$7.76M1.3%−4,334−5.6%ReducedHolders
Q3 202477,342$6.20M1.1%+20,062+35.0%AddedHolders
Q2 202457,280$3.78M0.7%+45,066+369.0%AddedHolders
Q1 202412,214$942.6K0.2%+1,556+14.6%AddedHolders
Q4 202310,658$830.3K0.2%+1,375+14.8%AddedHolders
Q3 20239,283$507.0K0.1%+1,240+15.4%AddedHolders
Q2 20238,043$519.6K0.1%–No prior filingHolders