Position in MSTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$139,088
-$60,592 QoQ
Shares Held
1,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#642
of 862 holders
Holding Since
Dec 2022
15 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, 2026MB, LEVIS & ASSOCIATES, LLC holds $1,998,978 across 5 Software - Application names. MSTR ranks #2 (7.0% of the industry book) .
All Filings in MSTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,088 | 1,600 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $199,680 | 1,600 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $243,120 | 1,600 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $515,536 | 1,600 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $646,768 | 1,600 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $461,232 | 1,600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $463,392 | 1,600 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $337,200 | 2,000 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $275,496 | 200 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $340,912 | 200 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $126,324 | 200 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $65,656 | 200 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $68,484 | 200 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $58,464 | 200 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $28,314 | 200 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||