XML Financial, LLC

SEC CIK: 0001800465
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

MSTR holding history

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

Holdings of MSTR by XML Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−1,510−100.0%	Sold out	Holders
Q2 2025	1,510	$610.4K	0.1%	+10+0.7%	Added	Holders
Q1 2025	1,500	$432.4K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	1,500	$434.4K	<0.1%	+1,500	New	Holders