Independent Family Office, LLC

Family Office

Position in MSFT — Microsoft Corp

CIK 1756485 ALBANY, NY

Position in MSFT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,744,614

-$9,991 QoQ

Shares Held

4,677

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#4,643

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Independent Family Office, LLC holds $8,975,714 across 3 Software - Infrastructure names. MSFT ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOST	Toast, Inc.	250,000	$6,955,000
2	MSFT	Microsoft Corp This page	4,677	$1,744,614
3	ORCL	Oracle Corp	1,884	$276,100

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,744,614	4,677	-1.3%	Shares	Sole	2026-08-11
2026-03-31	$1,754,605	4,740	-0.6%	Shares	Sole	2026-05-15
2025-12-31	$2,305,416	4,767	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,469,067	4,767	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,371,153	4,767	+9.3%	Shares	Sole	2025-08-13
2025-03-31	$1,636,700	4,360	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,837,740	4,360	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,876,108	4,360	+62.1%	Shares	Sole	2024-11-14
2024-06-30	$1,202,295	2,690	-39.6%	Shares	Sole	2024-08-14
2024-03-31	$1,873,886	4,454	0.0%	Shares	Sole	2024-04-29
2023-12-31	$1,674,882	4,454	0.0%	Shares	Sole	2024-01-30
2023-09-30	$1,406,350	4,454	+4.7%	Shares	Sole	2023-11-01
2023-06-30	$1,448,657	4,254	0.0%	Shares	Sole	2023-07-25
2023-03-31	$1,226,428	4,254	0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,020,194	4,254	0.0%	Shares	Sole	2023-02-09
2022-09-30	$990,756	4,254	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,092,554	4,254	+8.0%	Shares	Sole	2022-08-01
2022-03-31	$1,214,741	3,940	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,325,100	3,940	+55.1%	Shares	Sole	2022-02-09
2021-09-30	$716,076	2,540	-32.1%	Shares	Sole	2021-11-04
2021-06-30	$1,013,166	3,740	0.0%	Shares	Sole	2021-08-12
2021-03-31	$881,779	3,740	-0.1%	Shares	Sole	2021-05-18
2020-12-31	$832,962	3,745	+2.2%	Shares	Sole	2021-02-16
2020-09-30	$770,859	3,665	0.0%	Shares	Sole	2020-11-16
2020-06-30	$745,864	3,665	+2.7%	Shares	Sole	2020-08-13
2020-03-31	$563,024	3,570	—	Shares	Sole	2020-06-23
No filing history on record for this holder in this stock.