Position in MSFT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$619,213
-$46,722 QoQ
Shares Held
1,660
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#5,618
of 6,194 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, 2026Lifetime Wealth Management P.C. holds $10,827,657 across 2 Software - Infrastructure names. MSFT ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KSPI |
Joint Stock Co Kaspi.kz
|
117,826 | $10,208,444 | |
| 2 | MSFT |
Microsoft Corp
This page
|
1,660 | $619,213 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,213 | 1,660 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $665,935 | 1,799 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,004,478 | 2,077 | Shares | Sole | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||