BIP Wealth, LLC

SEC CIK: 0001590214
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

MSTR holding history

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

MSTR overview All 13F holders of MSTR Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2023

Holdings of MSTR by BIP Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−3,006−100.0%	Sold out	Holders
Q1 2024	3,006	$5.12M	0.4%	+506+20.2%	Added	Holders
Q4 2023	2,500	$1.58M	0.1%	00.0%	Unchanged	Holders
Q3 2023	2,500	$820.7K	0.1%	+2,500	New	Holders