MSTR β€” MICROSTRATEGY INC

Ownership history in Teamwork Financial Advisors, LLC  Β·  11 quarters on record

AI Ownership Summary

Teamwork Financial Advisors, LLC reported MICROSTRATEGY INC (MSTR) in 11 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.25% in 2025 Q3. The latest visible filing shows MSTR at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Teamwork Financial Advisors, LLC's position in MICROSTRATEGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSTR was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Teamwork Financial Advisors, LLC held MSTR β€” position size vs. price
% of Fund (quarterly)    MSTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 11 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 15,578 +10,934 +235.4% 0.21% $1.9M 2026-04-09 $128.86
2025 Q4 ADDED 4,644 +3,944 +563.4% 0.07% $706K 2026-01-09 $157.33
2025 Q4 REDUCED 700 -3,100 -81.6% 0.01% $106K 2026-01-09 $157.33
2025 Q3 REDUCED 3,800 -33,933 -89.9% 0.13% $1.2M 2025-10-08 $330.80
2025 Q3 ADDED 37,733 +36,233 +2415.5% 1.25% $12.2M 2025-10-08 $330.80
2025 Q2 REDUCED 1,500 -5,368 -78.2% 0.07% $606K 2025-07-07 $395.67
2025 Q2 ADDED 6,868 +5,568 +428.3% 0.32% $2.8M 2025-07-07 $395.67
2025 Q1 REDUCED 1,300 -7,092 -84.5% 0.05% $375K 2025-04-10 $272.34
2025 Q1 ADDED 8,392 +5,981 +248.1% 0.32% $2.4M 2025-04-10 $272.34
2024 Q4 ADDED 2,411 +149 +6.6% 0.09% $698K 2025-01-17 $396.50
2024 Q3 INITIATED 2,262 β€” β€” 0.05% $381K 2024-10-16 $194.09

FAQ About Teamwork Financial Advisors, LLC and MSTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Teamwork Financial Advisors, LLC reported owning MSTR?

Teamwork Financial Advisors, LLC reported MSTR across 11 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MSTR position in Teamwork Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for MSTR was 1.25% in 2025 Q3.

What is the latest reported MSTR position on this page?

The most recent filing on this page is 2026 Q1, when Teamwork Financial Advisors, LLC reported 15,578 shares, equal to 0.21% of portfolio, with an estimated market value of $1.9M.

What does the chart on this MSTR ownership page compare?

The chart compares Teamwork Financial Advisors, LLC's quarterly MSTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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