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TL Private Wealth

Position in MSTR — Strategy Inc

CIK 1802868 SOUTHLAKE, TX

Position in MSTR

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$232,128
-$50,499 QoQ
Shares Held
1,860
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSTR Over Time

Shares Held

Position Value (USD)

All Filings in MSTR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $232,128 1,860
2025-12-31 $282,627 1,860