Position in MSTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$213,782
-$120,052 QoQ
Shares Held
1,713
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $6,210,530 across 8 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,207 | $1,807,590 | |
| 2 | FIG |
Figma, Inc.
|
66,123 | $1,196,165 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
2,221 | $833,585 | |
| 4 | CRM |
Salesforce, Inc.
|
4,412 | $691,183 | |
| 5 | SHOP |
Shopify Inc.
|
6,039 | $689,533 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,520 | $444,539 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,105 | $296,216 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,124 | $251,719 |
All Filings in MSTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,782 | 1,713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $333,834 | 2,197 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $565,156 | 1,754 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $716,295 | 1,772 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $500,724 | 1,737 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $450,938 | 1,557 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $300,108 | 1,780 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $245,191 | 178 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $303,411 | 178 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||