Position in MSTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$216,629
-$94,372 QoQ
Shares Held
2,492
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#612
of 863 holders
Holding Since
Dec 2024
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, 2026PRIMORIS WEALTH ADVISORS, LLC holds $788,481 across 2 Software - Application names. MSTR ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,760 | $571,852 | |
| 2 | MSTR |
Strategy Inc
This page
|
2,492 | $216,629 |
All Filings in MSTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,629 | 2,492 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $311,001 | 2,492 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $241,657 | 750 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $303,172 | 750 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $216,202 | 750 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $217,215 | 750 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||