Position in MSTR
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$44,304
-$19,160 QoQ
Shares Held
355
+126.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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, 2026Opal Wealth Advisors, LLC holds $1,191,622 across 3 Software - Application names.
All Filings in MSTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,304 | 355 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $63,464 | 157 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $44,681 | 155 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||