Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,021,395
-$928,859 QoQ
Shares Held
5,419
-32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.08%
of 13F equity value
Holder Rank
#4,460
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,119,060
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $2,108,386 across 17 Software - Infrastructure names. MSFT ranks #1 (95.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,419 | $2,021,395 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
245 | $38,472 | |
| 3 | ORCL |
Oracle Corp
|
242 | $35,465 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
100 | $4,769 | |
| 5 | PANW |
Palo Alto Networks Inc
|
7 | $2,387 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
12 | $1,400 | |
| 7 | FTNT |
Fortinet, Inc.
|
6 | $921 | |
| 8 | TWLO |
Twilio Inc
|
3 | $618 |
All Filings in MSFT
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119,060 | 3,000 | Put | Sole | 2026-07-21 | |
| 2026-06-30 | $2,021,395 | 5,419 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,950,254 | 7,970 | Shares | Sole | 2026-04-17 | |
| 2026-03-31 | $259,119 | 700 | Put | Sole | 2026-04-17 | |
| 2025-12-31 | $4,088,039 | 8,453 | Shares | Sole | 2026-01-23 | |
| 2025-12-31 | $338,534 | 700 | Put | Sole | 2026-01-23 | |
| 2025-09-30 | $362,565 | 700 | Put | Sole | 2025-10-16 | |
| 2025-09-30 | $4,565,729 | 8,815 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,135,964 | 8,315 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $348,187 | 700 | Put | Sole | 2025-07-17 | |
| 2025-03-31 | $262,773 | 700 | Put | Sole | 2025-04-18 | |
| 2025-03-31 | $3,928,831 | 10,466 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,502,058 | 15,426 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $1,348,800 | 3,200 | Put | Sole | 2025-07-17 | |
| 2024-09-30 | $9,368,921 | 21,773 | Shares | Other | 2024-10-16 | |
| 2024-09-30 | $1,376,960 | 3,200 | Put | Other | 2024-10-16 | |
| 2024-06-30 | $1,430,240 | 3,200 | Put | Other | 2024-07-26 | |
| 2024-06-30 | $9,732,782 | 21,776 | Shares | Other | 2024-07-26 | |
| 2024-03-31 | $9,129,623 | 21,700 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $1,346,304 | 3,200 | Put | Other | 2024-04-18 | |
| 2023-12-31 | $8,485,342 | 22,565 | Shares | Other | 2024-01-24 | |
| 2023-12-31 | $1,203,328 | 3,200 | Put | Other | 2024-01-24 | |
| 2023-09-30 | $568,350 | 1,800 | Put | Other | 2023-10-16 | |
| 2023-09-30 | $7,089,218 | 22,452 | Shares | Other | 2023-10-16 | |
| 2023-06-30 | $7,476,555 | 21,955 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $1,157,836 | 3,400 | Put | Other | 2023-08-14 | |
| 2023-03-31 | $1,585,650 | 5,500 | Put | Other | 2023-04-25 | |
| 2023-03-31 | $7,301,773 | 25,327 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $1,319,010 | 5,500 | Put | Other | 2023-01-25 | |
| 2022-12-31 | $5,811,318 | 24,232 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $1,607,010 | 6,900 | Put | Other | 2022-10-24 | |
| 2022-09-30 | $5,876,997 | 25,234 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,772,127 | 6,900 | Put | Other | 2022-08-05 | |
| 2022-06-30 | $6,394,809 | 24,899 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,558,973 | 8,300 | Put | Other | 2022-05-13 | |
| 2022-03-31 | $7,724,707 | 25,055 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,952,958 | 23,647 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $2,455,136 | 7,300 | Put | Other | 2022-02-14 | |
| 2021-09-30 | $7,047,153 | 24,997 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,977,570 | 25,757 | Shares | Other | 2021-07-29 | |
| 2021-06-30 | $2,492,280 | 9,200 | Put | Other | 2021-07-29 | |
| 2021-03-31 | $2,334,123 | 9,900 | Put | Other | 2021-05-06 | |
| 2021-03-31 | $5,964,037 | 25,296 | Shares | Other | 2021-05-06 | |
| 2020-12-31 | $4,804,494 | 21,601 | Shares | Sole | 2021-02-04 | |
| 2020-12-31 | $1,534,698 | 6,900 | Put | Other | 2021-02-04 | |
| 2020-09-30 | $3,665,840 | 17,429 | Shares | Sole | 2020-11-10 | |
| 2020-09-30 | $904,419 | 4,300 | Put | Other | 2020-11-10 | |
| 2020-06-30 | $3,470,048 | 17,051 | Shares | Sole | 2020-08-10 | |
| 2020-06-30 | $875,093 | 4,300 | Put | Other | 2020-08-10 | |
| 2020-03-31 | $2,628,867 | 16,669 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||