Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,740,271
+$78,920 QoQ
Shares Held
10,027
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#2,014
of 3,621 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Alliance Wealth Advisors, LLC holds $4,182,988 across 3 Software - Infrastructure names. MSFT ranks #1 (89.4% of the industry book) .
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,740,271 | 10,027 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,661,351 | 9,891 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,530,068 | 9,367 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,907,576 | 9,475 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,739,819 | 9,529 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,645,036 | 9,710 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $3,932,173 | 9,329 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,030,620 | 9,367 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,205,799 | 9,410 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,977,486 | 9,454 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,597,574 | 9,567 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,142,975 | 9,954 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,415,956 | 10,031 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,083,945 | 10,697 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,981,392 | 8,262 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,084,222 | 8,949 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,410,349 | 9,385 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,758,757 | 8,948 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $2,994,256 | 8,903 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,479,204 | 8,794 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $2,408,842 | 8,892 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,055,207 | 8,717 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,949,733 | 8,766 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||