Zinnia Wealth Advisory, LLC

Position in MSFT — Microsoft Corp

CIK 2073676 Ocala, FL

Position in MSFT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,766,995

-$7,599 QoQ

Shares Held

4,737

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.90%

of 13F equity value

Holder Rank

#4,634

of 6,194 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Zinnia Wealth Advisory, LLC holds $2,305,663 across 3 Software - Infrastructure names. MSFT ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,737	$1,766,995
2	ORCL	Oracle Corp	2,162	$316,841
3	FTNT	Fortinet, Inc.	1,444	$221,827

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,766,995	4,737	-1.2%	Shares	Sole	2026-07-30
2026-03-31	$1,774,594	4,794	-1.0%	Shares	Sole	2026-05-08
2025-12-31	$2,341,688	4,842	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.