Position in MSTR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$88,108
-$228,855 QoQ
Shares Held
706
-87.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ascentis Independent Advisors holds $23,188 across 6 Software - Application names.
All Filings in MSTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,108 | 706 | Shares | Sole | 2026-04-28 | |
| 2021-09-30 | $316,963 | 548 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $417,306 | 628 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $232,352 | 598 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||