Position in MSTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,217
-$530 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#818
of 862 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $106,297 across 9 Software - Application names. MSTR ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
340 | $33,755 | |
| 2 | CRM |
Salesforce, Inc.
|
200 | $31,332 | |
| 3 | INTU |
Intuit Inc.
|
49 | $12,789 | |
| 4 | SHOP |
Shopify Inc.
|
100 | $11,418 | |
| 5 | PAYX |
Paychex Inc
|
91 | $8,948 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
18 | $6,755 | |
| 7 | MSTR |
Strategy Inc
This page
|
14 | $1,217 | |
| 8 | AIXI |
Xiao-I Corp
|
28 | $51 |
All Filings in MSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217 | 14 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,747 | 14 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,127 | 14 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,510 | 14 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,659 | 14 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||