Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$759,468
-$24,181 QoQ
Shares Held
2,036
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#2,368
of 2,743 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2023CallValue
$68,108
CallShares
200
PutValue
$0
PutShares
0
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, 2026Joule Financial, LLC holds $5,789,561 across 2 Software - Infrastructure names. MSFT ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYS |
Paysign, Inc.
|
614,175 | $5,030,093 | |
| 2 | MSFT |
Microsoft Corp
This page
|
2,036 | $759,468 |
All Filings in MSFT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,468 | 2,036 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $783,649 | 2,117 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,030,110 | 2,130 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,098,054 | 2,120 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,147,027 | 2,306 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $878,037 | 2,339 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,101,801 | 2,614 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,419,559 | 3,299 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,660,419 | 3,715 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $1,569,706 | 3,731 | Shares | Sole | 2024-10-17 | |
| 2023-12-31 | $1,591,777 | 4,233 | Shares | Sole | 2024-01-11 | |
| 2023-06-30 | $617,399 | 1,813 | Shares | Sole | 2023-07-14 | |
| 2023-06-30 | $68,108 | 200 | Call | Sole | 2023-07-14 | |
| 2023-03-31 | $521,534 | 1,809 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $434,074 | 1,810 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $361,460 | 1,552 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $367,780 | 1,432 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||