Position in MSTR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$200,304
New position
Shares Held
1,605
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026WJ Financial Advisors LLC holds $669,721 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
4,275 | $669,721 |
All Filings in MSTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,304 | 1,605 | Shares | Defined | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||