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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

MSTR holding history

Strategy Inc in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSTR overviewAll 13F holders of MSTRFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of MSTR by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,814−100.0%Sold outHolders
Q1 20261,814$226.4K<0.1%+1,814NewHolders
Q4 20250$00.0%−795−100.0%Sold outHolders
Q3 2025795$256.0K<0.1%−400−33.5%ReducedHolders
Q2 20251,195$482.9K<0.1%+227+23.5%AddedHolders
Q1 2025968$279.2K<0.1%+968NewHolders
Q1 20240$00.0%−374−100.0%Sold outHolders
Q4 2023374$236.2K<0.1%+374NewHolders
Q2 20210$00.0%−2,200−100.0%Sold outHolders
Q1 20212,200$1.49M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.