Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,505,881
+$45,191 QoQ
Shares Held
4,037
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.77%
of 13F equity value
Holder Rank
#4,832
of 6,194 holders
Holding Since
Dec 2024
7 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
$74,604
CallShares
200
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, 2026NBZ Investment Advisors LLC holds $1,763,375 across 3 Software - Infrastructure names. MSFT ranks #1 (85.4% of the industry book) .
All Filings in MSFT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,604 | 200 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $1,505,881 | 4,037 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,460,690 | 3,946 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $74,034 | 200 | Call | Sole | 2026-05-04 | |
| 2025-12-31 | $1,434,416 | 2,966 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,963,548 | 3,791 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,431,545 | 2,878 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,109,652 | 2,956 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,239,210 | 2,940 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||