Position in MSTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$243,317
-$1,980,868 QoQ
Shares Held
2,799
-84.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#588
of 863 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Prepared Retirement Institute LLC holds $243,317 across 1 Software - Application name. MSTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
2,799 | $243,317 |
All Filings in MSTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,317 | 2,799 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,224,185 | 17,822 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||