Position in MSTR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,123
-$244 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Tanglewood Legacy Advisors, LLC holds $155,293 across 5 Software - Application names.
All Filings in MSTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,123 | 9 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,367 | 9 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,899 | 9 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,638 | 9 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,594 | 9 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,606 | 9 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||