Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,880,287
-$43,173 QoQ
Shares Held
15,764
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#3,094
of 6,189 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ROI Financial Advisors, LLC holds $15,383,008 across 4 Software - Infrastructure names. MSFT ranks #2 (38.2% of the industry book) .
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,880,287 | 15,764 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,923,460 | 16,002 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,664,409 | 15,848 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,005,435 | 15,456 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,084,404 | 16,253 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,325,696 | 16,851 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,203,856 | 17,091 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,293,154 | 16,949 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,423,392 | 16,609 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,010,036 | 16,662 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,713,818 | 17,854 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||