Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$511,410
-$23,855 QoQ
Shares Held
1,371
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#5,733
of 6,193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Tiller Private Wealth, Inc. holds $2,530,208 across 2 Software - Infrastructure names. MSFT ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AI |
C3.ai, Inc.
|
222,090 | $2,018,798 | |
| 2 | MSFT |
Microsoft Corp
This page
|
1,371 | $511,410 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,410 | 1,371 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $535,265 | 1,446 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $678,518 | 1,403 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $724,094 | 1,398 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $725,223 | 1,458 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $909,194 | 2,422 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $718,236 | 1,704 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $698,807 | 1,624 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $684,280 | 1,531 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $623,507 | 1,482 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $592,263 | 1,575 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $623,290 | 1,974 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $683,463 | 2,007 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $574,581 | 1,993 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $540,554 | 2,254 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $478,842 | 2,056 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $522,135 | 2,033 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $726,686 | 2,357 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $712,325 | 2,118 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $597,106 | 2,118 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $559,137 | 2,064 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $434,995 | 1,845 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $373,443 | 1,679 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $282,683 | 1,344 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $271,278 | 1,333 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $200,607 | 1,272 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||