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Strategy shares owned by ValMark Advisers

Quarter-by-quarter ownership of Strategy (ESLG) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 69k 24.96

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

Top funds holding Strategy

ValMark Advisers
49 Wealth Management
First Heartland Consultants
EverSource Wealth Advisors
Whitaker-Myers Wealth Managers
Values First Advisors
Creative Financial Designs

View all funds holding Strategy