Strategy shares owned by Values First Advisors
Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Values First Advisors
from 13F filings
Historical chart of Values First Advisors investment in Strategy
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All positions including Strategy held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Strategy by Values First Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $229k | 8.6k | 26.75 |
| 2025-06-30 | $157k | 6.2k | 25.38 |
| 2025-03-31 | $137k | 5.5k | 24.94 |
| 2024-12-31 | $193k | 7.9k | 24.58 |