Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,519,310
-$306,738 QoQ
Shares Held
4,073
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#4,820
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RVW Wealth, LLC holds $2,064,617 across 3 Software - Infrastructure names. MSFT ranks #1 (73.6% 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 | $1,519,310 | 4,073 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,826,048 | 4,933 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,235,775 | 4,623 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,615,647 | 5,050 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,599,962 | 5,227 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,413,382 | 6,429 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,846,811 | 6,754 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,871,391 | 6,673 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,037,472 | 6,796 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $2,364,025 | 5,619 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $2,214,123 | 5,888 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,934,916 | 6,128 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,058,564 | 6,045 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,750,557 | 6,072 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,823,111 | 7,602 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,486,600 | 6,383 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,596,198 | 6,215 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,164,795 | 3,778 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,068,152 | 3,176 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,807,107 | 6,410 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $698,922 | 2,580 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $661,806 | 2,807 | Shares | Sole | 2021-04-02 | |
| 2020-12-31 | $536,921 | 2,414 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $256,392 | 1,219 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $241,566 | 1,187 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $229,152 | 1,453 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||