My Personal CFO, LLC

Position in MSFT — Microsoft Corp

CIK 1916366 VANCOUVER, WA

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$19,414,571

+$1,563,864 QoQ

Shares Held

52,047

+7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

24.58%

of 13F equity value

Holder Rank

#1,720

of 6,194 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

My Personal CFO, LLC holds $28,646,368 across 2 Software - Infrastructure names. MSFT ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MSFT	Microsoft Corp This page	52,047	$19,414,571
2	OKTA	Okta, Inc.	67,657	$9,231,797

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,414,571	52,047	+7.9%	Shares	Sole	2026-07-22
2026-03-31	$17,850,707	48,223	+4.1%	Shares	Sole	2026-04-22
2025-12-31	$22,401,278	46,320	+3530.1%	Shares	Sole	2026-01-15
2025-09-30	$660,904	1,276	-96.5%	Shares	Sole	2025-10-21
2025-06-30	$18,064,936	36,318	-18.8%	Shares	Sole	2025-07-22
2025-03-31	$16,783,686	44,710	+4.0%	Shares	Sole	2025-04-24
2024-12-31	$18,126,186	43,004	+12.1%	Shares	Sole	2025-01-24
2024-09-30	$16,508,459	38,365	-3.6%	Shares	Sole	2024-10-21
2024-06-30	$17,796,208	39,817	+43.2%	Shares	Sole	2024-07-26
2024-03-31	$11,698,119	27,805	+0.9%	Shares	Sole	2024-04-24
2023-12-31	$10,360,278	27,551	-10.6%	Shares	Sole	2024-01-23
2023-09-30	$9,734,256	30,829	+2.8%	Shares	Sole	2023-11-06
2023-06-30	$10,209,048	29,979	-15.1%	Shares	Sole	2023-07-13
2023-03-31	$10,176,413	35,298	+45.2%	Shares	Sole	2023-04-21
2022-12-31	$5,831,463	24,316	-22.2%	Shares	Sole	2023-01-11
2022-03-31	$9,632,221	31,242	-9.5%	Shares	Sole	2022-05-12
2021-12-31	$11,614,138	34,533	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.