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Strategy shares owned by XY Planning Network

Quarter-by-quarter ownership of Strategy (ESUM) shares owned by XY Planning Network from 13F filings

Historical chart of XY Planning Network investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by XY Planning Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by XY Planning Network

Quarter filed Position value Share count Share price at filing
2026-09-30 $545k 18k 30.25

More positions owned by XY Planning Network

Vanguard Index Fds MRNGSTR TTL STK (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Cor Equ 2 Etf
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Index Fds Mrngstr Val Etf (VTV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for XY Planning Network

Top funds holding Strategy

Wealth Enhancement Advisory Services
Strategic Equity Management
O'Connor Financial Group
Moneywise
Legacy Wealth Asset Management
PAX Financial Group
Geneos Wealth Management
LPL Financial
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Ronald Blue Trust
Kestra Advisory Services
Creative Financial Designs
OneAscent Financial Services
EverSource Wealth Advisors

View all funds holding Strategy