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Equibles

Omnia Family Wealth, LLC

Position in MSFT — Microsoft Corp

CIK 1696136 AVENTURA, FL
Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$4,572,479
+$41,969 QoQ
Shares Held
12,258
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.22%
of 13F equity value
Holder Rank
#3,483
of 6,233 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 44% None 56%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Omnia Family Wealth, LLC holds $5,362,198 across 4 Software - Infrastructure names. MSFT ranks #1 (85.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page 		12,258 $4,572,479
2 PANW
Palo Alto Networks Inc
 1,025 $349,545
3 ORCL
Oracle Corp
 1,608 $235,652
4 PLTR
Palantir Technologies Inc.
 1,753 $204,522

All Filings in MSFT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,572,479 12,258
2026-03-31 $4,530,510 12,239
2025-12-31 $7,463,223 15,432
2025-09-30 $8,039,101 15,521
2025-06-30 $7,671,057 15,422
2025-03-31 $5,388,723 14,355
2024-12-31 $5,030,602 11,935
2024-09-30 $4,947,159 11,497
2024-06-30 $4,848,513 10,848
2024-03-31 $4,400,310 10,459
2023-12-31 $3,746,110 9,962
2023-09-30 $2,945,000 9,327
2023-06-30 $3,152,038 9,256
2023-03-31 $2,680,036 9,296
2022-12-31 $2,241,357 9,346
2022-09-30 $2,226,524 9,560
2022-06-30 $2,455,294 9,560
2022-03-31 $3,050,419 9,894
2021-12-31 $3,521,606 10,471
2021-09-30 $2,781,422 9,866
2021-06-30 $2,554,587 9,430
2021-03-31 $2,224,018 9,433
2020-12-31 $2,106,094 9,469
2020-09-30 $1,991,614 9,469
2020-06-30 $1,931,920 9,493
2020-03-31 $1,536,410 9,742