SEC 13F Intelligence

Investment Insight Wealth Management, LLC / SHOP

Investment Insight Wealth Management, LLC’s Shopify Inc Position

Does Investment Insight Wealth Management, LLC own Shopify Inc (SHOP)? Yes — 22.7K shares worth $3M (+2.90% of its 13F portfolio) as of Q1 2026, up from 22.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
22.7K
% of Portfolio
+2.90%
Quarters Held
2
currently held

Position History SHOP

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.7K$3M+2.90%
Q4 202522.6K$4M+3.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Investment Insight Wealth Management, LLC’s full portfolio or all institutional holders of SHOP.