Endowment Wealth Management, Inc.
EndowmentPosition in MSFT — Microsoft Corp
CIK 1904477
APPLETON, WI
Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,046,759
+$85,969 QoQ
Shares Held
5,487
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.15%
of 13F equity value
Holder Rank
#4,454
of 6,194 holders
Holding Since
Dec 2021
19 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, 2026Endowment Wealth Management, Inc. holds $2,921,389 across 4 Software - Infrastructure names. MSFT ranks #1 (70.1% of the industry book) .
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,046,759 | 5,487 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $1,960,790 | 5,297 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $2,543,840 | 5,260 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,719,755 | 5,251 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,601,454 | 5,230 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $1,760,202 | 4,689 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,981,050 | 4,700 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,035,748 | 4,731 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $2,049,265 | 4,585 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,950,457 | 4,636 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $1,566,958 | 4,167 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $796,005 | 2,521 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $849,647 | 2,495 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $708,929 | 2,459 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $587,079 | 2,448 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $568,741 | 2,442 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $646,441 | 2,517 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $382,921 | 1,242 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $240,132 | 714 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||