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Strategy Shs newfound reslv shares owned by North Star Investment Management

Quarter-by-quarter ownership of Strategy Shs newfound reslv (ROMO) shares owned by North Star Investment Management from 13F filings

Historical chart of North Star Investment Management investment in Strategy Shs newfound reslv

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs newfound reslv held by North Star Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs newfound reslv by North Star Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4k 100 33.63
2025-06-30 $3.2k 100 32.02

More positions owned by North Star Investment Management

Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Growth Etf Etf (IVW)
Apple Stock (AAPL)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Total Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares S&p 500 Value Etf Etf (IVE)
Old Rep Intl Corp Stock (ORI)
Blackstone Group Stock (BX)
Vanguard S&p 500 Etf Etf (VOO)
Oracle Corporation Stock (ORCL)
Google Stock (GOOGL)
Abbvie Stock (ABBV)
Ishares Amt-free Muni Bond Etf Etf (MUB)

View all positions for North Star Investment Management

Top funds holding Strategy Shs newfound reslv

WJ Interests
Innova Wealth Partners
Financial Enhancement
Lifeworks Advisors
Gts Securities
Pensionmark Financial Group
CWM
Geneos Wealth Management
Harbour Investments
UBS Group
North Star Investment Management
Assetmark

View all funds holding Strategy Shs newfound reslv