Position in MSTR
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$169,228
-$234,597 QoQ
Shares Held
1,356
+35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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, 2026Foguth Wealth Management, LLC. holds $267,396 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,194 | $267,396 |
All Filings in MSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $169,228 | 1,356 | Shares | Sole | 2026-06-01 | |
| 2025-06-30 | $403,825 | 999 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $480,546 | 1,667 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $482,796 | 1,667 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $184,785 | 1,096 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||