REBALANCE, LLC

Position in MSFT — Microsoft Corp

CIK 1811052 PALO ALTO, CA

Position in MSFT

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,412,938

-$694,677 QoQ

Shares Held

3,817

-12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

REBALANCE, LLC holds $3,891,142 across 3 Software - Infrastructure names. MSFT ranks #2 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRTH	Priority Technology Holdings, Inc.	404,114	$1,907,418
2	MSFT	Microsoft Corp This page	3,817	$1,412,938
3	ORCL	Oracle Corp	3,880	$570,786

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,412,938	3,817	-12.4%	Shares	Sole	2026-05-11
2025-12-31	$2,107,615	4,358	+8.0%	Shares	Sole	2026-01-15
2025-09-30	$2,089,928	4,035	+0.6%	Shares	Sole	2025-10-16
2025-06-30	$1,994,116	4,009	-0.1%	Shares	Sole	2025-07-16
2025-03-31	$1,506,064	4,012	-6.3%	Shares	Sole	2025-04-17
2024-12-31	$1,804,863	4,282	+15.6%	Shares	Sole	2025-02-07
2024-09-30	$1,593,831	3,704	+7.3%	Shares	Sole	2024-10-22
2024-06-30	$1,542,424	3,451	+0.7%	Shares	Sole	2024-07-12
2024-03-31	$1,441,807	3,427	-2.5%	Shares	Sole	2024-04-22
2023-12-31	$1,321,780	3,515	+89.5%	Shares	Sole	2024-02-06
2023-09-30	$585,716	1,855	+5.0%	Shares	Sole	2023-11-02
2023-06-30	$601,734	1,767	-3.7%	Shares	Sole	2023-08-04
2023-03-31	$529,030	1,835	+3.8%	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.