Position in MSTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,123,309
New position
Shares Held
12,922
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#330
of 863 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Cedarwood Wealth LLC holds $1,123,309 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
|
12,922 | $1,123,309 |
All Filings in MSTR
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,309 | 12,922 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||