LPL Financial LLC

CIK

0001403438

City

FORT MILL

State / Country

Stock

MSTR — Strategy Inc

Holdings in MSTR

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$471,045	3,100	-99.5%	Shares	Sole	2026-02-11
2025-12-31	$93,582,510	615,877	+9996.3%	Shares	Sole	2026-02-11
2025-12-31	$926,895	6,100	+205.0%	Shares	Sole	2026-02-11
2025-09-30	$644,420	2,000	+66.7%	Shares	Sole	2025-11-12
2025-09-30	$386,652	1,200	-99.8%	Shares	Sole	2025-11-12
2025-09-30	$207,360,823	643,558	+80344.8%	Shares	Sole	2025-11-12
2025-06-30	$323,384	800	-99.9%	Shares	Sole	2025-08-12
2025-06-30	$263,235,788	651,203	+65020.3%	Shares	Sole	2025-08-12
2025-03-31	$288,270	1,000	-99.8%	Shares	Sole	2025-05-07
2025-03-31	$180,214,584	625,159	+19.9%	Shares	Sole	2025-05-07
2024-12-31	$151,011,922	521,414	-1.3%	Shares	Sole	2025-02-11
2024-09-30	$89,043,055	528,132	+965.7%	Shares	Sole	2024-11-08
2024-06-30	$6,826,653	49,559	+11.7%	Shares	Sole	2024-08-07
2024-03-31	$7,566,030	44,387	+8.5%	Shares	Sole	2024-05-10
2023-12-31	$2,583,452	40,902	+46.9%	Shares	Sole	2024-02-14
2023-09-30	$914,095	27,845	+12.6%	Shares	Sole	2023-11-13
2023-06-30	$847,147	24,740	-2.4%	Shares	Sole	2023-07-31
2023-03-31	$740,738	25,340	+1.3%	Shares	Sole	2023-05-10
2022-12-31	$354,165	25,017	-8.2%	Shares	Sole	2023-02-07
2022-09-30	$578,493	27,254	-2.6%	Shares	Sole	2022-11-14
2022-06-30	$459,596	27,973	+62.1%	Shares	Sole	2022-08-12
2022-03-31	$839,047	17,253	+22.7%	Shares	Sole	2022-05-16
2021-12-31	$765,825	14,065	-2.8%	Shares	Sole	2022-02-14
2021-09-30	$837,234	14,475	+7.0%	Shares	Sole	2021-11-15
2021-06-30	$899,134	13,531	+45.6%	Shares	Sole	2021-08-13
2021-03-31	$631,012	9,296	+101.3%	Shares	Sole	2021-05-14
2020-12-31	$179,393	4,617	—	Shares	Sole	2021-02-12