LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Position in MSFT — Microsoft Corp

CIK 2131510 LOUISVILLE, KY

Position in MSFT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,872,453

+$1,139,090 QoQ

Shares Held

15,743

+23.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.46%

of 13F equity value

Holder Rank

#3,099

of 6,194 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $9,965,121 across 4 Software - Infrastructure names. MSFT ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	15,743	$5,872,453
2	CRWD	CrowdStrike Holdings, Inc.	15,660	$2,987,693
3	FFIV	F5, Inc.	1,493	$621,028
4	PLTR	Palantir Technologies Inc.	4,148	$483,947

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,872,453	15,743	+23.1%	Shares	Sole	2026-08-10
2026-03-31	$4,733,363	12,787	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.