Dynamic Advisor Solutions LLC

Position in MSTR — Strategy Inc

CIK 1599747 PHOENIX, AZ

Position in MSTR

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$805,493

-$445,252 QoQ

Shares Held

9,266

-7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#381

of 862 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. MSTR ranks #8 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	21,591	$3,382,446
2	INTU	Intuit Inc.	12,571	$3,281,031
3	CDNS	Cadence Design Systems Inc	4,645	$1,743,361
4	ADBE	Adobe Inc.	5,149	$1,055,647
5	ROP	Roper Technologies Inc	2,800	$947,492
6	UBER	Uber Technologies, Inc	13,019	$939,451
7	RSSS	Research Solutions, Inc.	365,599	$848,189
8	MSTR	Strategy Inc This page	9,266	$805,493

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$805,493	9,266	-7.5%	Shares	Sole	2026-07-07
2026-03-31	$1,250,745	10,022	+12.4%	Shares	Sole	2026-04-08
2025-12-31	$1,354,938	8,917	+26.8%	Shares	Sole	2026-01-09
2025-09-30	$2,265,780	7,032	+2.9%	Shares	Sole	2025-10-09
2025-06-30	$2,761,699	6,832	-9.6%	Shares	Sole	2025-07-09
2025-03-31	$2,177,591	7,554	+36.9%	Shares	Sole	2025-04-17
2024-12-31	$1,598,412	5,519	-29.1%	Shares	Sole	2025-01-21
2024-09-30	$1,311,876	7,781	+951.5%	Shares	Sole	2024-10-07
2024-06-30	$1,019,335	740	+113.3%	Shares	Sole	2024-07-15
2024-03-31	$591,482	347	-31.4%	Shares	Sole	2024-04-12
2021-12-31	$275,511	506	-64.5%	Shares	Sole	2022-01-26
2021-09-30	$824,220	1,425	+30.0%	Shares	Sole	2021-10-28
2021-06-30	$728,292	1,096	+150.2%	Shares	Sole	2021-08-10
2021-03-31	$297,314	438	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.