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Strategy shares owned by Plan A Wealth

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Plan A Wealth from 13F filings

Historical chart of Plan A Wealth investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Plan A Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 7.9k 26.54
2025-09-30 $284k 11k 26.74
2025-06-30 $332k 13k 25.40
2025-03-31 $301k 12k 24.89
2024-12-31 $229k 9.3k 24.72

More positions owned by Plan A Wealth

Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Intl (OAIM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Plan A Wealth

Top funds holding Strategy

OneAscent Financial Services
Creative Financial Designs
Ambassador Advisors
Bare Financial Services
Wealth Enhancement Advisory Services
OneAscent Wealth Management
LPL Financial
O'Connor Financial Group
LVZ Advisors
PAX Financial Group
Atria Investments
ValMark Advisers
Cambridge Investment Research Advisors
Strategic Equity Management
Moneywise

View all funds holding Strategy