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Shopify Inc cl a shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Shopify Inc cl a

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All positions including Shopify Inc cl a held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shopify Inc cl a by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $402k 2.5k 160.97
2025-06-30 $278k 2.4k 115.35

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Dimensional Etf Trust Us High Profitab (DUHP)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
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First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Shopify Inc cl a

Vanguard Group
Capital World Investors
FMR
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Baillie Gifford & Co
Royal Bank of Canada
Fil
Jennison Associates
CIBC World Markets
Norges Bank Investment Management
Loomis, Sayles and
Invesco
Goldman Sachs Group
Geode Capital Management

View all funds holding Shopify Inc cl a