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Strategy shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Strategy (ESUM) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 54k 26.93
2025-09-30 $989k 36k 27.18
2025-06-30 $936k 36k 25.99

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ea Series Trust Freedoom 100 Em (FRDM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

Top funds holding Strategy

Wealth Enhancement Advisory Services
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Moneywise
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PAX Financial Group
Geneos Wealth Management
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49 Wealth Management
Cambridge Investment Research Advisors
SageOak Financial
First Heartland Consultants
LPL Financial
EverSource Wealth Advisors

View all funds holding Strategy