Position in MSTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$614,595
-$293,574 QoQ
Shares Held
7,070
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#422
of 863 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $1,774,877 across 3 Software - Application names. MSTR ranks #2 (34.6% of the industry book) .
All Filings in MSTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,595 | 7,070 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $908,169 | 7,277 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,117,896 | 7,357 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,307,990 | 7,163 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,916,115 | 7,214 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,812,362 | 9,756 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,641,624 | 9,121 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,281,360 | 7,600 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $356,767 | 259 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||