Avion Wealth

Position in MSTR — Strategy Inc

CIK 1792704 THE WOODLANDS, TX

Position in MSTR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$19,468

+$14,758 QoQ

Shares Held

156

+403.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Avion Wealth holds $687,793 across 57 Software - Application names. MSTR ranks #7 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	697	$141,616
2	SHOP	Shopify Inc.	1,056	$125,262
3	UBER	Uber Technologies, Inc	984	$70,779
4	CRM	Salesforce, Inc.	230	$42,934
5	NOW	ServiceNow, Inc.	407	$42,551
6	ADBE	Adobe Inc.	126	$30,628
7	MSTR	Strategy Inc This page	156	$19,468
8	SNOW	Snowflake Inc.	129	$19,455

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,468	156	+403.2%	Shares	Sole	2026-05-01
2025-12-31	$4,710	31	-39.2%	Shares	Sole	2026-01-23
2025-09-30	$16,432	51	-7.3%	Shares	Sole	2025-10-24
2025-06-30	$22,232	55	+77.4%	Shares	Sole	2025-07-31
2025-03-31	$8,936	31	0.0%	Shares	Sole	2025-05-09
2024-12-31	$8,978	31	+34.8%	Shares	Sole	2025-01-29
2024-09-30	$3,877	23	+1050.0%	Shares	Sole	2024-10-18
2024-06-30	$275	2	0.0%	Shares	Sole	2024-07-26
2024-03-31	$340	2	0.0%	Shares	Sole	2024-05-03
2023-12-31	$126	2	0.0%	Shares	Sole	2024-01-26
2023-09-30	$65	2	0.0%	Shares	Sole	2023-10-20
2023-06-30	$68	2	-99.0%	Shares	Sole	2023-07-14
2022-06-30	$3,302	201	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.