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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Position in MSTR — Strategy Inc

CIK 2011649 PITTSBURGH, PA

Position in MSTR

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$173,846
New position
Shares Held
1,393
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Software - Application

Technology · as of Jun 30, 2026

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $524,814 across 2 Software - Application names.

# Ticker Company Shares Value (USD) Open

All Filings in MSTR

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $173,846 1,393