Position in MSTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$231,878
-$47,710 QoQ
Shares Held
1,858
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LBMC INVESTMENT ADVISORS, LLC holds $1,098,183 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
9,618 | $1,098,183 |
All Filings in MSTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,878 | 1,858 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $279,588 | 1,840 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $609,299 | 1,891 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||