Intentional Wealth Strategies, LLC
Position in MSFT — Microsoft Corp
CIK 2119881
COLORADO SPRINGS, CO
Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$473,362
+$24,716 QoQ
Shares Held
1,269
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#5,773
of 6,194 holders
Holding Since
Mar 2026
2 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, 2026Intentional Wealth Strategies, LLC holds $473,362 across 1 Software - Infrastructure name. MSFT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,269 | $473,362 |
All Filings in MSFT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,362 | 1,269 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $448,646 | 1,212 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||