Wealth Intelligence, LLC

Position in MSFT — Microsoft Corp

CIK 2112078 COLUMBUS, GA

Position in MSFT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,744,001

+$322,520 QoQ

Shares Held

10,037

+8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#3,718

of 6,189 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wealth Intelligence, LLC holds $6,236,724 across 5 Software - Infrastructure names. MSFT ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,037	$3,744,001
2	PANW	Palo Alto Networks Inc	3,405	$1,161,173
3	CHKP	Check Point Software Technologies Ltd	4,194	$551,217
4	SNPS	Synopsys Inc	1,130	$504,059
5	PLTR	Palantir Technologies Inc.	2,368	$276,274

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,744,001	10,037	+8.6%	Shares	Sole	2026-07-13
2026-03-31	$3,421,481	9,243	+11.1%	Shares	Sole	2026-04-15
2025-12-31	$4,023,718	8,320	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.