Evolution Wealth Advisors, LLC

Position in MSTR — Strategy Inc

CIK 1763121 AVENTURA, FL

Position in MSTR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,184,290

-$951,559 QoQ

Shares Held

25,127

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#244

of 863 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $3,391,360 across 4 Software - Application names. MSTR ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc This page	25,127	$2,184,290
2	UBER	Uber Technologies, Inc	7,984	$576,125
3	SHOP	Shopify Inc.	3,155	$360,237
4	CRM	Salesforce, Inc.	1,728	$270,708

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,184,290	25,127	0.0%	Shares	Sole	2026-07-29
2026-03-31	$3,135,849	25,127	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.