Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$510,291
-$163,418 QoQ
Shares Held
1,368
-24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#5,732
of 6,189 holders
Holding Since
Dec 2023
11 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, 2026Dynamic Wealth Strategies, LLC holds $778,698 across 4 Software - Infrastructure names. MSFT ranks #1 (65.5% 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 | $510,291 | 1,368 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $673,709 | 1,820 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,097,817 | 2,270 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $880,515 | 1,700 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $723,234 | 1,454 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $552,198 | 1,471 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $612,861 | 1,454 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $628,668 | 1,461 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $695,901 | 1,557 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $662,634 | 1,575 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $583,238 | 1,551 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||