Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MSTR holding history

Strategy Inc in every 13F filed by Heritage Wealth Advisors, 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 (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of MSTR by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−2,221−100.0%	Sold out	Holders
Q2 2025	2,221	$897.8K	<0.1%	−118−5.0%	Reduced	Holders
Q1 2025	2,339	$674.3K	<0.1%	−314−11.8%	Reduced	Holders
Q4 2024	2,653	$768.4K	<0.1%	+2,653	New	Holders