Position in MSTR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,366
+$3,543 QoQ
Shares Held
43
+258.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $522,992 across 9 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
1,200 | $246,024 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,400 | $101,024 | |
| 3 | PAYX |
Paychex Inc
|
877 | $86,235 | |
| 4 | SNOW |
Snowflake Inc.
|
209 | $53,190 | |
| 5 | CRM |
Salesforce, Inc.
|
86 | $13,472 | |
| 6 | ADP |
Automatic Data Processing Inc
|
56 | $12,541 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
74 | $5,123 | |
| 8 | WRD |
WeRide Inc.
|
516 | $3,003 |
All Filings in MSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,366 | 43 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,823 | 12 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,866 | 12 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,850 | 12 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,459 | 12 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||