Pasadena Private Wealth, LLC

Position in MSTR — Strategy Inc

CIK 1760578 PASADENA, CA

Position in MSTR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,974,646

-$551,606 QoQ

Shares Held

33,571

-6.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#256

of 863 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Pasadena Private Wealth, LLC holds $4,293,368 across 3 Software - Application names. MSTR ranks #2 (46.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	U	Unity Software Inc.	71,428	$2,041,412
2	MSTR	Strategy Inc This page	33,571	$1,974,646
3	UBER	Uber Technologies, Inc	3,843	$277,310

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 STRK	$1,974,646	33,571	-6.0%	Shares	Sole	2026-08-11
2026-03-31 STRK	$2,526,252	35,732	-3.9%	Shares	Sole	2026-04-22
2025-12-31 STRK	$2,927,036	37,164	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.