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StoneCrest Wealth Management, Inc.

SEC CIK
0002008409
Latest filing
Jul 9, 2026

SHOP holding history

Shopify Inc. in every 13F filed by StoneCrest Wealth Management, Inc., 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2023
Holdings of SHOP by StoneCrest Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−9,326−100.0%Sold outHolders
Q1 20269,326$1.11M0.5%−287−3.0%ReducedHolders
Q4 20259,613$1.55M0.6%+244+2.6%AddedHolders
Q3 20259,369$1.39M0.6%−1,707−15.4%ReducedHolders
Q2 202511,076$1.28M0.6%+12+0.1%AddedHolders
Q1 202511,064$1.06M0.7%+239+2.2%AddedHolders
Q4 202410,825$1.15M0.8%+774+7.7%AddedHolders
Q3 202410,051$805.5K0.6%−1,512−13.1%ReducedHolders
Q2 202411,563$763.7K0.6%−3,772−24.6%ReducedHolders
Q1 202415,335$1.18M1.0%+399+2.7%AddedHolders
Q4 202314,936$1.16M1.1%–No prior filingHolders