Position in MSTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,370,451
-$492,189 QoQ
Shares Held
15,765
+5.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#304
of 863 holders
Holding Since
Mar 2025
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, 2026KPP Advisory Services LLC holds $4,517,912 across 4 Software - Application names. MSTR ranks #2 (30.3% of the industry book) .
All Filings in MSTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370,451 | 15,765 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,862,640 | 14,925 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,278,338 | 14,994 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,805,762 | 14,915 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,028,281 | 14,913 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,247,370 | 14,734 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||