Position in MSTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$249
+$98 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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, 2026Wealth Preservation Advisors, LLC holds $2,510,387 across 3 Software - Application names.
All Filings in MSTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249 | 2 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $151 | 1 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $368,253 | 911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $375,039 | 1,301 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||