Position in MSTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$342,938
-$146,902 QoQ
Shares Held
3,945
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#520
of 863 holders
Holding Since
Dec 2024
7 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, 2026Discipline Wealth Solutions, LLC holds $342,938 across 1 Software - Application name. MSTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
3,945 | $342,938 |
All Filings in MSTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,938 | 3,945 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $489,840 | 3,925 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $330,491 | 2,175 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $610,910 | 1,896 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $502,457 | 1,243 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $377,345 | 1,309 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $297,439 | 1,027 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||