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INVICTUS PRIVATE WEALTH, LLC

Position in MSTR — Strategy Inc

CIK 1939208 Denver, CO

Position in MSTR

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$285,130
-$311,414 QoQ
Shares Held
3,280
-31.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#547
of 863 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSTR Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

INVICTUS PRIVATE WEALTH, LLC holds $785,322 across 3 Software - Application names. MSTR ranks #1 (36.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSTR
Strategy Inc
This page
3,280 $285,130

All Filings in MSTR

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $285,130 3,280
2026-03-31 $596,544 4,780
2025-12-31 $498,396 3,280
2025-09-30 $2,389,187 7,415
2025-06-30 $2,097,953 5,190
2025-03-31 $5,037,518 17,475