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MicroStrategy Incorporated shares owned by Burkett Financial Services

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in MicroStrategy Incorporated

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All positions including MicroStrategy Incorporated held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MicroStrategy Incorporated by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $81k 250 322.21
2025-06-30 $101k 250 404.23
2025-03-31 $72k 250 288.27
2024-12-31 $72k 250 289.62

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Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
Loar Holdings Equity (LOAR)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

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