SSUS — STRATEGY SHS

Ownership history in SkyOak Wealth, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which SkyOak Wealth, LLC reported a position in STRATEGY SHS (SSUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.41% (2022 Q2)
Avg. % of fund
1.74%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 147,060 -1,718 -1.2% 1.29% $7.2M $48.75
2025 Q3 REDUCED 148,778 -11,223 -7.0% 1.36% $7.2M $48.06
2025 Q2 REDUCED 160,001 -72 -0.0% 1.45% $7.2M $44.74
2025 Q1 REDUCED 160,073 -4,398 -2.7% 1.43% $6.5M $40.50
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SSUS price (monthly, adj. close)

Other funds also holding SSUS

As of 2025 Q4 — sorted by position size

Pacific Sage Partners, LLC 3Y 2.84% Ashton Thomas Private Wealth, LLC 1.36% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.69% Discipline Wealth Solutions, LLC 0.63% IHT Wealth Management, LLC 3Y 7Y 0.61% Integrated Wealth Concepts LLC 3Y 7Y 0.55% Prospera Financial Services Inc 3Y 7Y 0.54% Wilian Securities, LLC 0.31% AlphaCore Capital LLC 3Y 0.2% OneDigital Investment Advisors LLC 3Y 7Y 0.17%
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