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Legacy Wealth Managment, LLC/ID

Position in MSTR — Strategy Inc

CIK 2045082 BOISE, ID

Position in MSTR

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$288,969
+$70,253 QoQ
Shares Held
2,325
+60.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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, 2026

Legacy Wealth Managment, LLC/ID holds $5,529,114 across 2 Software - Application names.

# Ticker Company Shares Value (USD) Open

All Filings in MSTR

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 STRK $1,555 22
2026-03-31 $287,414 2,303
2025-12-31 STRK $1,732 22
2025-12-31 $216,984 1,428
2025-09-30 STRK $2,017 22
2025-09-30 $2,410,775 7,482
2025-06-30 STRK $2,662 22
2025-06-30 $2,753,210 6,811
2025-03-31 STRK $1,848 22
2025-03-31 $2,370,732 8,224
2024-12-31 $2,161,723 7,464