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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

SHOP holding history

Shopify Inc. in every 13F filed by Vertrix 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)
2,495
Value
$284.9K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of SHOP by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,495$284.9K0.1%+13+0.5%AddedHolders
Q1 20262,482$294.4K0.1%–No prior filingHolders