Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,377,562
+$22,740 QoQ
Shares Held
3,693
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
10.27%
of 13F equity value
Holder Rank
#4,928
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, 2026Avant Financial Advisors LLC holds $1,757,746 across 2 Software - Infrastructure names. MSFT ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
3,693 | $1,377,562 | |
| 2 | NET |
Cloudflare, Inc.
|
1,550 | $380,184 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,377,562 | 3,693 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,354,822 | 3,660 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,790,361 | 3,702 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,916,415 | 3,700 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,839,919 | 3,699 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,387,816 | 3,697 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,629,519 | 3,866 | Shares | Sole | 2025-03-24 | |
| No filing history on record for this holder in this stock. | ||||||