Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,773,403
+$21,190 QoQ
Shares Held
7,435
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.64%
of 13F equity value
Holder Rank
#4,073
of 6,179 holders
Holding Since
Dec 2025
3 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, 2026Birchwood Financial Partners, Inc. holds $3,430,056 across 5 Software - Infrastructure names. MSFT ranks #1 (80.9% of the industry book) .
All Filings in MSFT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,773,403 | 7,435 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,752,213 | 7,435 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,572,017 | 7,386 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||