Position in MSTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$234,624
-$100,339 QoQ
Shares Held
2,699
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#593
of 863 holders
Holding Since
Mar 2024
10 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, 2026Curran Financial Partners, LLC holds $234,624 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
|
2,699 | $234,624 |
All Filings in MSTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,624 | 2,699 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $334,963 | 2,684 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $407,985 | 2,685 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $865,133 | 2,685 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,083,336 | 2,680 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $786,688 | 2,729 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $790,372 | 2,729 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $352,036 | 2,088 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $243,813 | 177 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $219,888 | 129 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||