Lifeworks Advisors, LLC

Position in MSTR — Strategy Inc

CIK 1882132 GRAND RAPIDS, MI

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$499,325

-$239,615 QoQ

Shares Held

5,744

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#457

of 863 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $6,952,956 across 5 Software - Application names. MSTR ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	18,598	$4,165,022
2	UBER	Uber Technologies, Inc	16,582	$1,196,557
3	CDNS	Cadence Design Systems Inc	1,956	$734,125
4	MSTR	Strategy Inc This page	5,744	$499,325
5	ADSK	Autodesk, Inc.	1,841	$357,927

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,325	5,744	-3.0%	Shares	Sole	2026-08-14
2026-03-31	$738,940	5,921	+2.0%	Shares	Sole	2026-05-04
2025-12-31	$881,917	5,804	-9.8%	Shares	Sole	2026-02-13
2025-09-30	$2,073,421	6,435	-1.5%	Shares	Sole	2025-11-12
2025-06-30	$2,641,643	6,535	+41.3%	Shares	Sole	2025-08-05
2025-03-31	$1,333,248	4,625	+6.4%	Shares	Sole	2025-05-06
2024-12-31	$1,258,978	4,347	+225.4%	Shares	Sole	2025-02-07
2024-09-30	$225,249	1,336	—	Shares	Sole	2024-11-06
No filing history on record for this holder in this stock.