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MicroStrategy Incorporated shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in MicroStrategy Incorporated

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All positions including MicroStrategy Incorporated held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MicroStrategy Incorporated by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 774 322.21
2025-06-30 $312k 772 404.15
2025-03-31 $214k 743 288.02
2024-12-31 $200k 610 327.91

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

Top funds holding MicroStrategy Incorporated

Citadel Advisors
Susquehanna International
Jane Street
Vanguard Group
Toroso Investments
CTC
Capital Research and Management Company - Division 3
BlackRock
Morgan Stanley
Wolverine Trading
Clear Street
Belvedere Trading
State Street Corporation
Goldman Sachs Group
Cantor Fitzgerald, L. P.

View all funds holding MicroStrategy Incorporated