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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategy Inc
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|---|---|
| CRD # | 290104 |
| SEC # | 801-130764 |
| CIK # | 0001050446 |
| AUM | $117.4 M (2025-01-22) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 806-794-3848 |
| Address | 12002 Trafalgar Avenue Lubbock, TX 79424 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 46.5 |
| (b) Individuals (high net worth individuals) | 38 | 69.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 117.4 |
| By Discretionary | ||
| Discretionary | 522 | 117.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 522 | 117.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.4 | |
| Total | 522 | 117.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001050446] | |
| 10-Q | [0001050446] | |
| 3 | [0001050446] | |
| 4 | [0001050446] | |
| 5 | [0001050446] | |
| 8-K | [0001050446] | |
| SC 13D | [0001050446] | |
| SC 13G | [0001050446] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| MICROSTRATEGY Inc | |
| Winiarski Gregg | |
| Kang Andrew | |
| Patten Jarrod M | |
| Montgomery Jeanine | |
| Shao Wei-Ming | |
| Dietze Jane A | |
| Briger Peter L JR | |
| Le Phong | |
| Rickertsen Carl J | |
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