Position in MSTR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,607
+$735 QoQ
Shares Held
30
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#797
of 863 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $9,652 across 4 Software - Application names. MSTR ranks #3 (27.0% of the industry book) .
All Filings in MSTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,607 | 30 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,872 | 15 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $78,254 | 515 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $480,092 | 1,490 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $660,916 | 1,635 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $442,494 | 1,535 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $850,034 | 2,935 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||