Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$441,655
-$1,438 QoQ
Shares Held
1,184
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#5,801
of 6,194 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$373,020
CallShares
1,000
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, 2026Alpha Financial Advisors, LLC holds $599,745 across 3 Software - Infrastructure names. MSFT ranks #1 (73.6% of the industry book) .
All Filings in MSFT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,655 | 1,184 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $373,020 | 1,000 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $443,093 | 1,197 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $581,794 | 1,203 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $681,104 | 1,315 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $674,985 | 1,357 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $336,349 | 896 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $367,969 | 873 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $374,791 | 871 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $386,164 | 864 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $363,502 | 864 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $324,898 | 864 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||