Greenline Wealth Management LLC

Position in MSFT — Microsoft Corp

CIK 2111541 BOCA RATON, FL

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,087,419

+$76,286 QoQ

Shares Held

5,596

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.29%

of 13F equity value

Holder Rank

#4,431

of 6,194 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Greenline Wealth Management LLC holds $3,925,155 across 5 Software - Infrastructure names. MSFT ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	5,596	$2,087,419
2	PLTR	Palantir Technologies Inc.	7,295	$851,107
3	PANW	Palo Alto Networks Inc	1,686	$574,959
4	NET	Cloudflare, Inc.	1,067	$261,713
5	CRWD	CrowdStrike Holdings, Inc.	3,144	$149,957

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,087,419	5,596	+3.0%	Shares	Sole	2026-07-23
2026-03-31	$2,011,133	5,433	+7.7%	Shares	Sole	2026-05-14
2025-12-31	$2,438,895	5,043	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.