Position in MSTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,435,301
-$812,471 QoQ
Shares Held
16,511
-8.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#299
of 862 holders
Holding Since
Jun 2023
13 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, 2026HHM Wealth Advisors, LLC holds $2,662,749 across 17 Software - Application names. MSTR ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
16,511 | $1,435,301 | |
| 2 | UBER |
Uber Technologies, Inc
|
11,792 | $850,910 | |
| 3 | SHOP |
Shopify Inc.
|
995 | $113,609 | |
| 4 | DDOG |
Datadog, Inc.
|
328 | $85,398 | |
| 5 | ADP |
Automatic Data Processing Inc
|
203 | $45,461 | |
| 6 | NOW |
ServiceNow, Inc.
|
304 | $30,181 | |
| 7 | SAP |
Sap SE
|
152 | $23,424 | |
| 8 | INTU |
Intuit Inc.
|
70 | $18,270 |
All Filings in MSTR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435,301 | 16,511 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,247,772 | 18,011 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,732,364 | 17,982 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,793,980 | 17,982 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,287,458 | 18,028 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,201,832 | 18,045 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,167,979 | 17,844 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,342,056 | 7,960 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $946,328 | 687 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $173,865 | 102 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,263 | 2 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $656 | 2 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $684 | 2 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||