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Strategy shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Strategy

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All positions including Strategy held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 43k 26.74
2025-06-30 $1.1M 44k 25.40
2025-03-31 $1.1M 46k 24.89

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Ishares Tr Msci Usa Mmentm (MTUM)
First Tr Exchange-traded SHS (QQEW)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for Sound Financial Strategies Group

Top funds holding Strategy

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

View all funds holding Strategy