Position in MSTR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$211,746
-$60,199 QoQ
Shares Held
2,995
+254.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 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, 2026Exit Wealth Advisors, LLC. holds $1,769,447 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
15,497 | $1,769,447 |
All Filings in MSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 STRK | $211,746 | 2,995 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $271,945 | 844 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||