Position in MSTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,072,629
-$211,687 QoQ
Shares Held
12,339
+19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#341
of 863 holders
Holding Since
Dec 2025
3 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, 2026Alchemi Wealth, LLC holds $1,072,629 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
|
12,339 | $1,072,629 |
All Filings in MSTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,629 | 12,339 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,284,316 | 10,291 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,259,969 | 8,292 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||