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Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

MSTR holding history

Strategy Inc in every 13F filed by Visionary Wealth Advisors, 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)
9,016
Value
$783.7K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of MSTR by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,016$783.7K<0.1%−949−9.5%ReducedHolders
Q1 20269,965$1.24M0.1%+30.0%AddedHolders
Q4 20259,962$1.51M0.1%+206+2.1%AddedHolders
Q3 20259,756$3.14M0.1%+238+2.5%AddedHolders
Q2 20259,518$3.85M0.2%−101−1.1%ReducedHolders
Q1 20259,619$2.77M0.2%+1,047+12.2%AddedHolders
Q4 20248,572$2.48M0.1%+2,351+37.8%AddedHolders
Q3 20246,221$1.05M0.1%+981+18.7%AddedConverted for a 10-for-1 splitHolders
Q2 2024524$721.1K<0.1%+104+24.8%AddedHolders
Q1 2024420$715.1K<0.1%−292−41.0%ReducedHolders
Q4 2023712$449.7K<0.1%+712NewHolders