Position in MSTR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$801,216
-$188,586 QoQ
Shares Held
6,420
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MBL Wealth, LLC holds $1,220,635 across 5 Software - Application names.
All Filings in MSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $801,216 | 6,420 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $989,802 | 6,514 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $883,822 | 2,743 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $334,298 | 827 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $238,399 | 827 | Shares | Sole | 2025-05-21 | |
| No filing history on record for this holder in this stock. | ||||||