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Teamwork Financial Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1629931 San Antonio, TX

Position in MSFT

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$23,230,939
-$317,795 QoQ
Shares Held
62,278
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#1,573
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026
CallValue
$74,604
CallShares
200
PutValue
$0
PutShares
0

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, 2026

Teamwork Financial Advisors, LLC holds $50,872,318 across 9 Software - Infrastructure names. MSFT ranks #1 (45.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page
62,278 $23,230,939

All Filings in MSFT

Export CSV
33 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,230,939 62,278
2026-06-30 $74,604 200
2026-03-31 $555,255 1,500
2026-03-31 $23,548,734 63,616
2025-12-31 $2,950,082 6,100
2025-12-31 $28,719,773 59,385
2025-09-30 $5,024,115 9,700
2025-09-30 $29,298,359 56,566
2025-06-30 $33,770,657 67,893
2025-06-30 $2,536,791 5,100
2025-03-31 $1,201,248 3,200
2025-03-31 $15,163,503 40,394
2024-12-31 $31,883,946 75,644
2024-12-31 $12,060 218
2024-09-30 $32,036,265 74,451
2024-06-30 $31,633,780 70,777
2024-03-31 $37,446,604 89,006
2023-12-31 $43,534,902 115,772
2023-09-30 $36,196,317 114,636
2023-06-30 $36,256,272 106,467
2023-03-31 $24,959,860 86,576
2022-12-31 $23,100,181 96,323
2022-09-30 $26,705,478 114,665
2022-06-30 $25,883,327 100,780
2022-03-31 $28,779,813 93,347
2021-12-31 $11,363,580 33,788
2021-09-30 $7,360,649 26,109
2021-06-30 $5,020,589 18,533
2021-03-31 $4,183,267 17,743
2020-12-31 $4,074,067 18,317
2020-09-30 $3,554,156 16,898
2020-06-30 $4,157,505 20,429
2020-03-31 $2,834,206 17,971