Position in MSTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$505,063
-$204,050 QoQ
Shares Held
5,810
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#453
of 863 holders
Holding Since
Jun 2023
10 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, 2026Beacon Capital Management, LLC holds $505,063 across 1 Software - Application name. MSTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
5,810 | $505,063 |
All Filings in MSTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,063 | 5,810 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $709,113 | 5,682 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $793,330 | 5,221 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,664,859 | 5,167 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,092,294 | 5,176 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,480,842 | 5,137 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,019,462 | 3,520 | Shares | Sole | 2025-01-30 | |
| 2023-12-31 | $12,000 | 19 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,237 | 19 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $6,505 | 19 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||