MONOGRAPH WEALTH ADVISORS, LLC

Position in MSTR — Strategy Inc

CIK 1776588 MANHATTAN BEACH, CA

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$255,226

-$111,186 QoQ

Shares Held

2,936

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#579

of 866 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MONOGRAPH WEALTH ADVISORS, LLC holds $6,661,699 across 4 Software - Application names. MSTR ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIF	Life360, Inc.	84,761	$4,692,368
2	INTU	Intuit Inc.	5,414	$1,413,054
3	VIA	Via Transportation, Inc.	16,596	$301,051
4	MSTR	Strategy Inc This page	2,936	$255,226

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,226	2,936	0.0%	Shares	Sole	2026-08-14
2026-03-31	$366,412	2,936	0.0%	Shares	Sole	2026-05-13
2025-12-31	$446,125	2,936	0.0%	Shares	Sole	2026-02-13
2025-09-30	$946,008	2,936	-63.1%	Shares	Sole	2025-11-14
2025-06-30	$3,215,649	7,955	0.0%	Shares	Sole	2025-08-14
2025-03-31	$2,293,187	7,955	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.