Atlantic Private Wealth, LLC

Position in MSFT — Microsoft Corp

CIK 1893143 CHAPEL HILL, NC

Position in MSFT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$301,027

+$2,300 QoQ

Shares Held

807

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#5,972

of 6,194 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Atlantic Private Wealth, LLC holds $380,825 across 5 Software - Infrastructure names. MSFT ranks #1 (79.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	807	$301,027
2	PANW	Palo Alto Networks Inc	200	$68,204
3	PLTR	Palantir Technologies Inc.	86	$10,033
4	NET	Cloudflare, Inc.	5	$1,226
5	MDB	MongoDB, Inc.	1	$335

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,027	807	0.0%	Shares	Sole	2026-08-11
2026-03-31	$298,727	807	-19.8%	Shares	Sole	2026-05-08
2025-12-31	$486,521	1,006	+103.2%	Shares	Sole	2026-02-11
2025-09-30	$256,385	495	0.0%	Shares	Sole	2025-11-03
2025-06-30	$246,217	495	-2.8%	Shares	Sole	2025-08-11
2025-03-31	$191,073	509	+5.4%	Shares	Sole	2025-05-09
2024-12-31	$203,584	483	+24.5%	Shares	Sole	2025-02-11
2024-09-30	$166,956	388	+95.0%	Shares	Sole	2024-11-07
2024-06-30	$88,943	199	+2.6%	Shares	Sole	2024-08-12
2024-03-31	$81,619	194	+5.4%	Shares	Sole	2024-05-13
2023-12-31	$69,191	184	0.0%	Shares	Sole	2024-02-09
2023-09-30	$58,098	184	0.0%	Shares	Sole	2023-11-09
2023-06-30	$62,659	184	+534.5%	Shares	Sole	2023-08-11
2023-03-31	$8,360	29	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.