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Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

MSTR holding history

Strategy Inc in every 13F filed by Keebeck Wealth Management, 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)
3,033
Value
$263.7K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of MSTR by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,033$263.7K<0.1%−628−17.2%ReducedHolders
Q1 20263,661$456.9K0.1%−1,566−30.0%ReducedHolders
Q4 20255,227$794.2K0.1%−125−2.3%ReducedHolders
Q3 20255,352$1.72M0.2%+369+7.4%AddedHolders
Q2 20254,983$2.01M0.3%−400−7.4%ReducedHolders
Q1 20255,383$1.55M0.2%+465+9.5%AddedHolders
Q4 20244,918$1.42M0.2%+2,123+76.0%AddedHolders
Q3 20242,795$471.2K0.1%+795+39.8%AddedConverted for a 10-for-1 splitHolders
Q2 2024200$275.5K<0.1%−7−3.4%ReducedHolders
Q1 2024207$352.8K0.1%+207NewHolders