Position in MSTR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$206,918
-$33,011 QoQ
Shares Held
1,658
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
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)
All Filings in MSTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,918 | 1,658 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $239,929 | 1,579 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $508,769 | 1,579 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $791,078 | 1,957 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $905,167 | 3,140 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $909,406 | 3,140 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||