Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,373,486
+$87,060 QoQ
Shares Held
19,767
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.96%
of 13F equity value
Holder Rank
#2,783
of 6,179 holders
Holding Since
Dec 2022
15 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 Sep 30, 2024CallValue
$215,150
CallShares
500
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, 2026Prosperity Financial Group, Inc. holds $12,754,153 across 6 Software - Infrastructure names. MSFT ranks #1 (57.8% of the industry book) .
All Filings in MSFT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,373,486 | 19,767 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,286,426 | 19,684 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,306,299 | 19,243 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,706,383 | 18,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,071,266 | 18,237 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,163,191 | 19,082 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,233,159 | 19,533 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,297,905 | 19,284 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $215,150 | 500 | Call | Sole | 2024-11-13 | |
| 2024-06-30 | $8,067,000 | 18,049 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,486,291 | 17,794 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,263,698 | 16,657 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,179,247 | 16,403 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,304,591 | 15,577 | Shares | Sole | 2023-09-12 | |
| 2023-03-31 | $4,268,569 | 14,806 | Shares | Sole | 2023-09-12 | |
| 2022-12-31 | $3,518,639 | 14,672 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||