Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$986,264
-$14,305 QoQ
Shares Held
2,644
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.08%
of 13F equity value
Holder Rank
#5,238
of 6,194 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 4%
None 96%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026True Link Financial Advisors, LLC holds $1,415,945 across 2 Software - Infrastructure names. MSFT ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,644 | $986,264 | |
| 2 | OKTA |
Okta, Inc.
|
3,149 | $429,681 |
All Filings in MSFT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,264 | 2,644 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,000,569 | 2,703 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,515,665 | 3,134 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,203,197 | 2,323 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,170,405 | 2,353 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $886,671 | 2,362 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,613,923 | 3,829 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,395,893 | 3,244 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,447,224 | 3,238 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,273,519 | 3,027 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $286,918 | 763 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $431,630 | 1,367 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $435,891 | 1,280 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $336,734 | 1,168 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $311,766 | 1,300 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $321,402 | 1,380 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $346,206 | 1,348 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $415,601 | 1,348 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $453,359 | 1,348 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $427,672 | 1,517 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $410,955 | 1,517 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $1,611,959 | 6,837 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,629,003 | 7,324 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||