Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,196,168
+$879,616 QoQ
Shares Held
13,930
+19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
7.02%
of 13F equity value
Holder Rank
#3,286
of 6,179 holders
Holding Since
Dec 2022
15 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, 2026B.O.S.S. Retirement Advisors, LLC holds $5,613,652 across 3 Software - Infrastructure names. MSFT ranks #1 (92.6% of the industry book) .
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,196,168 | 13,930 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,316,552 | 11,661 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,960,616 | 12,325 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,846,424 | 15,149 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,573,564 | 15,226 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,854,918 | 12,933 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,219,654 | 14,756 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,812,784 | 53,016 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $20,058,222 | 44,878 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $17,023,172 | 40,462 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $22,340,160 | 59,409 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $17,847,453 | 56,524 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $18,296,873 | 53,729 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,992,289 | 55,471 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $12,832,048 | 53,507 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||