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Greenline Wealth Management LLC

Position in MSTR — Strategy Inc

CIK 2111541 BOCA RATON, FL

Position in MSTR

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$342,326
-$152,727 QoQ
Shares Held
2,743
-15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSTR Over Time

Shares Held

Position Value (USD)

All Filings in MSTR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $342,326 2,743
2025-12-31 $495,053 3,258