Position in MSTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,117,572
+$12,593 QoQ
Shares Held
12,856
+45.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#331
of 863 holders
Holding Since
Mar 2024
10 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, 2026EVEXIA WEALTH LLC holds $10,233,883 across 3 Software - Application names. MSTR ranks #2 (10.9% of the industry book) .
All Filings in MSTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,572 | 12,856 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,104,979 | 8,854 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,273,948 | 8,384 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,541,452 | 4,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,749,507 | 4,328 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,255,704 | 4,356 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,223,644 | 4,225 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $358,780 | 2,128 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $271,363 | 197 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $606,823 | 356 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||