Position in MSFT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,449,555
+$36,617 QoQ
Shares Held
3,886
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.96%
of 13F equity value
Holder Rank
#4,883
of 6,215 holders
Holding Since
Dec 2022
15 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, 2026REBALANCE, LLC holds $4,766,716 across 4 Software - Infrastructure names. MSFT ranks #2 (30.4% of the industry book) .
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,555 | 3,886 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,412,938 | 3,817 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,107,615 | 4,358 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,089,928 | 4,035 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,994,116 | 4,009 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,506,064 | 4,012 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,804,863 | 4,282 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,593,831 | 3,704 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,542,424 | 3,451 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,441,807 | 3,427 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,321,780 | 3,515 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $585,716 | 1,855 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $601,734 | 1,767 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $529,030 | 1,835 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $423,761 | 1,767 | Shares | Sole | 2023-02-27 | |
| No filing history on record for this holder in this stock. | ||||||