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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

MSTR holding history

Strategy Inc in every 13F filed by Gradient Investments 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of MSTR by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−20−100.0%Sold outConverted for a 10-for-1 splitHolders
Q2 20242$2.75K<0.1%−4−66.7%ReducedHolders
Q1 20246$10.2K<0.1%+5+500.0%AddedHolders
Q4 20231$632<0.1%00.0%UnchangedHolders
Q3 20231$328<0.1%00.0%UnchangedHolders
Q2 20231$342<0.1%00.0%UnchangedHolders
Q1 20231$292<0.1%+1NewHolders
Q2 20210$00.0%−3−100.0%Sold outHolders
Q1 20213$2.00K<0.1%––Holders

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