Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,028,442
+$179,557 QoQ
Shares Held
18,842
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#2,855
of 6,194 holders
Holding Since
Dec 2022
13 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, 2026RIA Advisory Group LLC holds $7,660,161 across 3 Software - Infrastructure names. MSFT ranks #1 (91.8% of the industry book) .
All Filings in MSFT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,028,442 | 18,842 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,848,885 | 18,502 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,848,668 | 16,229 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,940,012 | 13,399 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $6,280,298 | 12,626 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,387,558 | 11,688 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,278,225 | 10,150 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,021,136 | 7,021 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $1,922,690 | 4,570 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $1,632,743 | 5,171 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,289,790 | 6,724 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,350,221 | 8,152 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,836,061 | 7,656 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||