Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,727,921
-$206,872 QoQ
Shares Held
23,398
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
16.67%
of 13F equity value
Holder Rank
#2,577
of 6,189 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, 2026Helium Advisors LLC holds $10,876,250 across 3 Software - Infrastructure names. MSFT ranks #1 (80.2% 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 | $8,727,921 | 23,398 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,934,793 | 24,137 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,257,811 | 17,075 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,250,069 | 17,859 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,414,479 | 18,927 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,150,804 | 19,049 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,294,865 | 7,817 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||