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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

MSTR holding history

Strategy Inc in every 13F filed by Mutual Advisors, 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)
3,037
Value
$264.0K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2021
Holdings of MSTR by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,037$264.0K<0.1%−32−1.0%ReducedHolders
Q1 20263,069$383.0K<0.1%+1,610+110.3%AddedHolders
Q4 20251,459$221.7K<0.1%−345−19.1%ReducedHolders
Q3 20251,804$513.9K<0.1%+454+33.6%AddedHolders
Q2 20251,350$547.8K<0.1%+27+2.0%AddedHolders
Q1 20251,323$487.7K<0.1%+471+55.3%AddedHolders
Q4 2024852$312.7K<0.1%+852NewHolders
Q4 20210$00.0%−375−100.0%Sold outHolders
Q3 2021375$217.0K<0.1%−13−3.4%ReducedHolders
Q2 2021388$258.0K<0.1%+19+5.1%AddedHolders
Q1 2021369$250.0K<0.1%––Holders

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