Position in MSTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$0
-$281,174 QoQ
Shares Held
0
-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 2026
2 quarters on record
Derivatives in MSTR
reported options exposure · as of Jun 30, 2026CallValue
$86,930
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026United Advisor Group, LLC holds $5,572,657 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
22,138 | $2,527,716 | |
| 2 | NOW |
ServiceNow, Inc.
|
13,900 | $1,379,992 | |
| 3 | CRM |
Salesforce, Inc.
|
3,213 | $503,348 | |
| 4 | ROP |
Roper Technologies Inc
|
1,159 | $392,194 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,939 | $356,398 | |
| 6 | INTU |
Intuit Inc.
|
864 | $225,504 | |
| 7 | VTSI |
VirTra, Inc
|
59,715 | $187,505 |
All Filings in MSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,930 | 1,000 | Call | Sole | 2026-07-29 | |
| 2026-03-31 | $281,174 | 2,253 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||