Position in MSTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,381,229
+$2,876,289 QoQ
Shares Held
38,896
+861.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
6.24%
of 13F equity value
Holder Rank
#209
of 863 holders
Holding Since
Mar 2025
6 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, 2026Lauer Wealth, LLC holds $3,704,731 across 2 Software - Application names. MSTR ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
38,896 | $3,381,229 | |
| 2 | CRM |
Salesforce, Inc.
|
2,065 | $323,502 |
All Filings in MSTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,381,229 | 38,896 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $504,940 | 4,046 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $440,806 | 2,901 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,151,900 | 3,575 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $691,233 | 1,710 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $405,019 | 1,405 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||