Allegheny Financial Group

Position in MSTR — Strategy Inc

CIK 1844148 Pittsburgh, PA

Position in MSTR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$243,404

-$104,663 QoQ

Shares Held

2,800

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#586

of 862 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Allegheny Financial Group holds $1,080,817 across 4 Software - Application names. MSTR ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	1,469	$328,982
2	PAYX	Paychex Inc	2,996	$294,596
3	MSTR	Strategy Inc This page	2,800	$243,404
4	ADBE	Adobe Inc.	1,043	$213,835

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,404	2,800	+0.4%	Shares	Sole	2026-07-22
2026-03-31	$348,067	2,789	+2.1%	Shares	Sole	2026-04-16
2025-12-31	$415,127	2,732	+1.4%	Shares	Sole	2026-02-02
2025-09-30	$867,711	2,693	+32.5%	Shares	Sole	2025-11-06
2025-06-30	$821,395	2,032	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.