Position in MSTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$43,465
-$18,935 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#682
of 863 holders
Holding Since
Dec 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, 2026BigSur Wealth Management LLC holds $610,104 across 2 Software - Application names. MSTR ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,617 | $566,639 | |
| 2 | MSTR |
Strategy Inc
This page
|
500 | $43,465 |
All Filings in MSTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,465 | 500 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $62,400 | 500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $75,975 | 500 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||