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Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

MSTR holding history

Strategy Inc in every 13F filed by Summit Wealth Partners, 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of MSTR by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−453−100.0%Sold outHolders
Q4 2023453$286.1K0.1%+453NewHolders