Position in MSFT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,486,551
+$24,921 QoQ
Shares Held
6,666
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
7.33%
of 13F equity value
Holder Rank
#4,201
of 6,194 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $2,693,800 across 3 Software - Infrastructure names. MSFT ranks #1 (92.3% of the industry book) .
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,486,551 | 6,666 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,461,630 | 6,650 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $3,194,310 | 6,605 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,396,716 | 6,558 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $3,287,880 | 6,610 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $2,489,961 | 6,633 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,775,999 | 6,586 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,830,943 | 6,579 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,974,899 | 6,656 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,818,824 | 6,700 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,218,745 | 3,241 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||