Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$386,448
+$109,932 QoQ
Shares Held
1,036
+38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#5,859
of 6,194 holders
Holding Since
Sep 2025
4 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, 2026Equity Wealth Partners, LLC holds $2,006,938 across 4 Software - Infrastructure names. MSFT ranks #3 (19.3% of the industry book) .
All Filings in MSFT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,448 | 1,036 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $276,516 | 747 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $410,109 | 848 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $434,042 | 838 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||