Strategy shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Strategy
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All positions including Strategy held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Strategy by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 8.4k | 26.74 |
| 2025-06-30 | $384k | 15k | 25.40 |
| 2025-03-31 | $1.4M | 58k | 24.89 |
| 2024-12-31 | $1.0M | 41k | 24.72 |