SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Position in MSTR — Strategy Inc
CIK 2016209
CINCINNATI, OH
Position in MSTR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$154,128
-$354,752 QoQ
Shares Held
1,235
-63.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $457,384 across 2 Software - Application names. MSTR ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
4,216 | $303,256 | |
| 2 | MSTR |
Strategy Inc
This page
|
1,235 | $154,128 |
All Filings in MSTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,128 | 1,235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $508,880 | 3,349 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,918,535 | 15,265 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,687,855 | 11,597 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,041,536 | 10,551 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,402,803 | 15,202 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||