Position in S
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$150,631
-$24,794 QoQ
Shares Held
11,695
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Colter Lewis Investment Partners LLC holds $789,310 across 1 Software - Infrastructure name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,116 | $789,310 |
All Filings in S
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,631 | 11,695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $175,425 | 11,695 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||