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Shopify Inc cl a shares owned by MBM Wealth Consultants

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by MBM Wealth Consultants from 13F filings

Historical chart of MBM Wealth Consultants investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.7k 40 118.63
2023-03-31 $2.0k 40 50.00
2022-12-31 $1.0k 40 25.00
2021-12-31 $3.0k 2 1500.00

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding Shopify Inc cl a

Vanguard Group
Capital Research and Management Company - Division 3
FMR
Vanguard Capital Management
Capital World Investors
Baillie Gifford & Co
Morgan Stanley
Royal Bank of Canada
Fil
CIBC World Markets
Jane Street
Jennison Associates
Loomis, Sayles and
Bank Of Montreal
Geode Capital Management

View all funds holding Shopify Inc cl a