Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,216,311
+$594,739 QoQ
Shares Held
13,984
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.63%
of 13F equity value
Holder Rank
#3,283
of 6,189 holders
Holding Since
Dec 2023
7 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, 2026Invera Wealth Advisors, LLC holds $6,846,353 across 3 Software - Infrastructure names. MSFT ranks #1 (76.2% of the industry book) .
All Filings in MSFT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,216,311 | 13,984 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,621,572 | 12,485 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,039,930 | 12,489 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,904,273 | 13,330 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,747,366 | 13,565 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $5,211,163 | 13,882 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $5,848,926 | 15,554 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||