Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,008,779
+$89,989 QoQ
Shares Held
8,066
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#3,964
of 6,179 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$37,302
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Advisor Resource Council holds $4,595,823 across 4 Software - Infrastructure names. MSFT ranks #1 (65.5% of the industry book) .
All Filings in MSFT
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,008,779 | 8,066 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $37,302 | 100 | Put | Sole | 2026-07-28 | |
| 2026-03-31 | $37,017 | 100 | Put | Sole | 2026-05-07 | |
| 2026-03-31 | $2,918,790 | 7,885 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,423,545 | 7,079 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $795,856 | 1,600 | Put | Sole | 2025-08-11 | |
| 2025-06-30 | $994,820 | 2,000 | Call | Sole | 2025-08-11 | |
| 2025-06-30 | $5,205,395 | 10,465 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26 | 1,600 | Put | Sole | 2025-04-22 | |
| 2025-03-31 | $17,797,615 | 47,411 | Shares | Sole | 2025-04-22 | |
| 2025-03-31 | $51 | 2,000 | Call | Sole | 2025-04-22 | |
| 2024-09-30 | $8,278,541 | 19,239 | Shares | Sole | 2024-10-31 | |
| 2024-09-30 | $136,982 | 2,000 | Call | Sole | 2024-10-31 | |
| 2024-06-30 | $62,807 | 15,647 | Shares | Sole | 2024-07-15 | |
| 2024-06-30 | $185 | 2,000 | Call | Sole | 2024-07-15 | |
| 2024-03-31 | $9,594,940 | 22,806 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4 | 400 | Call | Sole | 2024-01-12 | |
| 2023-12-31 | $10,668,630 | 28,371 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $6,054,506 | 19,175 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $34,054 | 100 | Put | Sole | 2023-07-14 | |
| 2023-06-30 | $6,754,270 | 19,834 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $9,363,119 | 32,477 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,038,858 | 21,011 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,697,360 | 20,169 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $14,367,583 | 55,942 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $6,281,816 | 20,375 | Shares | Sole | 2022-04-20 | |
| 2022-03-31 | $1,000 | 200 | Put | Sole | 2022-04-20 | |
| 2021-12-31 | $15,403,119 | 45,799 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,000 | 200 | Put | Sole | 2021-11-16 | |
| 2021-09-30 | $5,070,049 | 17,984 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $9,522,135 | 35,150 | Shares | Sole | 2021-08-19 | |
| 2021-06-30 | $2,709,000 | 10,000 | Put | Sole | 2021-08-19 | |
| No filing history on record for this holder in this stock. | ||||||