Dogwood Wealth Management »

MicroStrategy Incorporated shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MicroStrategy Incorporated by Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 50 322.20
2025-06-30 $94k 236 396.94
2025-03-31 $51k 176 288.27
2024-12-31 $57k 198 289.95
2024-06-30 $14k 10 1377.50

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr National Mun Etf (MUB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding MicroStrategy Incorporated

Citadel Advisors
Susquehanna International
Jane Street
Vanguard Group
Toroso Investments
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.
Weiss Asset Management LP[1

View all funds holding MicroStrategy Incorporated