Position in MSTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,442,168
-$617,032 QoQ
Shares Held
16,590
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#299
of 863 holders
Holding Since
Mar 2023
14 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, 2026Kapstone Financial Advisors LLC holds $3,036,464 across 3 Software - Application names. MSTR ranks #1 (47.5% of the industry book) .
All Filings in MSTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,168 | 16,590 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,059,200 | 16,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,573,121 | 16,934 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23,201,053 | 72,006 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $28,492,151 | 70,485 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $19,804,149 | 68,700 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $20,404,308 | 70,452 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,851,062 | 70,291 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $9,821,432 | 7,130 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,887,601 | 6,974 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,811,826 | 6,035 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,139,131 | 3,470 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,150,873 | 3,361 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $174,807 | 598 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||