TRED AVON FAMILY WEALTH, LLC

Position in MSTR — Strategy Inc

CIK 2094435 EASTON, MD

Position in MSTR

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$773,011

-$580,255 QoQ

Shares Held

6,194

-30.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TRED AVON FAMILY WEALTH, LLC holds $2,634,794 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	4,256	$666,744
2	UBER	Uber Technologies, Inc	7,656	$552,456
3	ADP	Automatic Data Processing Inc	1,896	$424,609
4	FICO	Fair Isaac Corp	305	$364,407
5	INTU	Intuit Inc.	1,241	$323,901
6	DOCU	Docusign, Inc.	6,814	$302,677

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$773,011	6,194	-30.5%	Shares	Sole	2026-04-22
2025-12-31	$1,353,266	8,906	-8.8%	Shares	Sole	2026-01-27
2025-09-30	$3,147,347	9,768	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.