Position in MSTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,899,855
-$129,892 QoQ
Shares Held
21,855
+34.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#263
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, 2026Vivid Wealth Management, LLC holds $7,502,165 across 3 Software - Application names. MSTR ranks #3 (25.3% 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 | $1,899,855 | 21,855 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,029,747 | 16,264 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,124,868 | 13,984 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,463,939 | 7,647 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,964,622 | 7,334 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,235,822 | 7,756 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||