Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,736,874
+$803,761 QoQ
Shares Held
23,422
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.64%
of 13F equity value
Holder Rank
#2,576
of 6,193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $12,086,862 across 5 Software - Infrastructure names. MSFT ranks #1 (72.3% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,736,874 | 23,422 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,933,113 | 21,431 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $9,494,911 | 19,633 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,914,598 | 19,142 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,738,790 | 19,579 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $6,749,512 | 17,980 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,374,783 | 19,869 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,411,074 | 19,547 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,586,803 | 19,212 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,072,354 | 19,187 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,799,931 | 18,083 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,581,512 | 17,677 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,913,477 | 17,365 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $5,077,827 | 17,613 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $4,162,795 | 17,358 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $4,003,551 | 17,190 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $4,344,793 | 16,917 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $5,018,053 | 16,276 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,520,356 | 16,414 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $4,295,051 | 15,235 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,136,372 | 15,269 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,658,207 | 15,516 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,469,974 | 15,601 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,170,514 | 15,074 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,240,693 | 15,924 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,551,274 | 16,177 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||