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KESTRA PRIVATE WEALTH SERVICES, LLC → STRD

KESTRA PRIVATE WEALTH SERVICES, LLC STRD Position History

Strategy Inc • Financial Services

Quarters held
11
Latest value
$1.1M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.7M
Q3 2025$451K
Q3 2025$693K
Q4 2025$3.3M
Q4 2025$243K
Q4 2025$770K
Q1 2026$3.2M
Q1 2026$831K
Q2 2026$2.9M
Q3 2026$6.3M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M46.5K——
Q3 2026$6.3M41.3K——
Q2 2026$2.9M33.6K——
Q1 2026$831K28.2K——
Q1 2026$3.2M25.7K——
Q4 2025$770K22.0K——
Q4 2025$243K3.1K——
Q4 2025$3.3M21.5K——
Q3 2025$693K21.0K——
Q3 2025$451K4.9K——
Q3 2025$6.7M20.8K——

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