Position in MSTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,670
-$90,326 QoQ
Shares Held
2,573
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#607
of 863 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PANORAMIC INVESTMENT ADVISORS, LLC holds $223,670 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
|
2,573 | $223,670 |
All Filings in MSTR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,670 | 2,573 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $313,996 | 2,516 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $365,386 | 1,134 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $456,779 | 1,130 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $211,365 | 124 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||