Position in MSTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$336,419
-$151,673 QoQ
Shares Held
3,870
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#525
of 863 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CLIENT 1ST ADVISORY GROUP, LLC holds $336,419 across 1 Software - Application name. MSTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
3,870 | $336,419 |
All Filings in MSTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,419 | 3,870 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $488,092 | 3,911 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $559,176 | 3,680 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,206,676 | 3,745 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $795,524 | 1,968 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $378,210 | 1,312 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $265,581 | 917 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||