Independent Wealth Network Inc.

Position in MSFT — Microsoft Corp

CIK 1891240 URBANDALE, IA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,605,677

+$453,481 QoQ

Shares Held

12,347

+10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.27%

of 13F equity value

Holder Rank

#3,441

of 6,179 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Dec 31, 2021

CallValue

$168,160

CallShares

500

PutValue

PutShares

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, 2026

Independent Wealth Network Inc. holds $7,412,980 across 5 Software - Infrastructure names. MSFT ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	12,347	$4,605,677
2	PLTR	Palantir Technologies Inc.	16,040	$1,871,386
3	ORCL	Oracle Corp	2,519	$369,159
4	TOST	Toast, Inc.	10,788	$300,122
5	DOCN	DigitalOcean Holdings, Inc.	1,698	$266,636

All Filings in MSFT

Export CSV

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,605,677	12,347	+10.1%	Shares	Sole	2026-07-20
2026-03-31	$4,152,196	11,217	+14.2%	Shares	Sole	2026-04-21
2025-12-31	$4,748,664	9,819	+7.0%	Shares	Sole	2026-01-26
2025-09-30	$4,752,709	9,176	-2.8%	Shares	Sole	2025-10-15
2025-06-30	$4,693,560	9,436	-3.4%	Shares	Sole	2025-07-16
2025-03-31	$3,667,560	9,770	-3.9%	Shares	Sole	2025-05-02
2024-12-31	$4,287,076	10,171	+6.4%	Shares	Sole	2025-01-17
2024-09-30	$4,112,377	9,557	-8.6%	Shares	Sole	2024-10-15
2024-06-30	$4,675,543	10,461	-2.1%	Shares	Sole	2024-07-18
2024-03-31	$4,495,393	10,685	+11.6%	Shares	Sole	2024-05-20
2023-12-31	$3,601,711	9,578	+13.6%	Shares	Sole	2024-01-12
2023-09-30	$2,663,035	8,434	-0.9%	Shares	Sole	2023-10-11
2023-06-30	$2,896,973	8,507	+2.3%	Shares	Sole	2023-07-12
2023-03-31	$2,396,637	8,313	-0.3%	Shares	Sole	2023-04-18
2022-12-31	$1,998,659	8,334	+2.3%	Shares	Sole	2023-01-25
2022-09-30	$1,898,135	8,150	-1.8%	Shares	Sole	2022-10-17
2022-06-30	$2,131,689	8,300	-5.3%	Shares	Sole	2022-07-26
2022-03-31	$2,702,337	8,765	-17.8%	Shares	Sole	2022-04-20
2021-12-31	$168,160	500	+25.0%	Call	Sole	2022-02-10
2021-12-31	$3,587,525	10,667	+93.2%	Shares	Sole	2022-02-10
2021-09-30	$112,768	400	—	Call	Sole	2021-11-04
2021-09-30	$1,556,762	5,522	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.