Position in MSTR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$262,702
-$10,734 QoQ
Shares Held
3,022
+37.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#571
of 863 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Derivatives in MSTR
reported options exposure · as of Jun 30, 2026CallValue
$52,158
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $1,934,197 across 4 Software - Application names. MSTR ranks #4 (13.6% of the industry book) .
All Filings in MSTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,702 | 3,022 | Shares | Sole | 2026-07-09 | |
| 2026-06-30 | $52,158 | 600 | Call | Sole | 2026-07-09 | |
| 2026-03-31 | $273,436 | 2,191 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $243,271 | 1,601 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 STRK | $272,073 | 2,967 | Shares | Sole | 2025-10-14 | |
| 2025-09-30 | $64,442 | 200 | Call | Sole | 2025-10-14 | |
| 2025-09-30 | $740,116 | 2,297 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 STRK | $356,374 | 2,945 | Shares | Sole | 2025-07-09 | |
| 2025-06-30 | $853,733 | 2,112 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $473,627 | 1,643 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $314,816 | 1,087 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||