Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,660,445
+$257,843 QoQ
Shares Held
9,813
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.76%
of 13F equity value
Holder Rank
#3,749
of 6,194 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WILLNER & HELLER, LLC holds $7,232,812 across 5 Software - Infrastructure names. MSFT ranks #1 (50.6% of the industry book) .
All Filings in MSFT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,660,445 | 9,813 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,402,602 | 9,192 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,166,869 | 8,616 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,467,318 | 8,625 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,193,166 | 8,430 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,162,660 | 8,425 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,441,547 | 8,165 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,444,981 | 8,006 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,314,581 | 7,416 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,150,772 | 7,489 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $2,842,862 | 7,560 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 | $1,828,627 | 7,625 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,745,119 | 7,493 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,864,328 | 7,259 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,094,658 | 6,794 | Shares | Sole | 2022-07-05 | |
| 2021-12-31 | $2,379,464 | 7,075 | Shares | Sole | 2022-06-06 | |
| No filing history on record for this holder in this stock. | ||||||