Position in MSTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$269,483
-$242,197 QoQ
Shares Held
3,100
-24.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#560
of 863 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Independent Family Office, LLC holds $13,208,928 across 3 Software - Application names. MSTR ranks #2 (2.0% of the industry book) .
All Filings in MSTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,483 | 3,100 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $511,680 | 4,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $622,995 | 4,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,321,061 | 4,100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,657,343 | 4,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $288,270 | 1,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $289,620 | 1,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $691,260 | 4,100 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||