Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,026,577
-$79,206 QoQ
Shares Held
18,837
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#2,856
of 6,194 holders
Holding Since
Mar 2023
14 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 Sep 30, 2025CallValue
$1,035
CallShares
2
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, 2026NWF Advisory Services Inc. holds $11,722,444 across 5 Software - Infrastructure names. MSFT ranks #1 (59.9% of the industry book) .
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,026,577 | 18,837 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,105,783 | 19,196 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,862,946 | 20,394 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $9,951,373 | 19,213 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $1,035 | 2 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $9,835,287 | 19,773 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $6,494,622 | 17,301 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $7,953,705 | 18,870 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $7,706,673 | 17,910 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $7,940,960 | 17,767 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $7,051,267 | 16,760 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $4,558,732 | 12,123 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $3,108,558 | 9,845 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $3,149,654 | 9,249 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $2,666,486 | 9,249 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||