Position in MSTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$517,581
-$222,358 QoQ
Shares Held
5,954
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#450
of 863 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Derivatives in MSTR
reported options exposure · as of Mar 31, 2026CallValue
$1,248,000
CallShares
10,000
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, 2026Finer Wealth Management, Inc. holds $1,830,861 across 2 Software - Application names. MSTR ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
8,383 | $1,313,280 | |
| 2 | MSTR |
Strategy Inc
This page
|
5,954 | $517,581 |
All Filings in MSTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,581 | 5,954 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $739,939 | 5,929 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $1,248,000 | 10,000 | Call | Sole | 2026-05-12 | |
| 2025-12-31 | $2,423,298 | 15,948 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,168,528 | 22,248 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,993,309 | 22,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,609,742 | 22,929 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,506,313 | 22,465 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||