Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$293,193
-$41,070 QoQ
Shares Held
786
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#5,978
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026POINCIANA ADVISORS GROUP, LLC holds $1,350,894 across 4 Software - Infrastructure names. MSFT ranks #2 (21.7% 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 | $293,193 | 786 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $334,263 | 903 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $602,106 | 1,245 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $716,324 | 1,383 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $612,311 | 1,231 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $332,595 | 886 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $286,198 | 679 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||