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Livermore
Livermore
ZHEN

Compass Financial Group, Inc.

SEC CIK
0001666910
Latest filing
Aug 4, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Compass Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
1,830
Value
$682.6K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Compass Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,830$682.6K0.3%+55+3.1%AddedHolders
Q1 20261,775$657.1K0.3%00.0%UnchangedHolders
Q4 20251,775$858.4K0.4%00.0%UnchangedHolders
Q3 20251,775$919.4K0.4%−9−0.5%ReducedHolders
Q2 20251,784$887.4K0.4%00.0%UnchangedHolders
Q1 20251,784$669.7K0.3%00.0%UnchangedHolders
Q4 20241,784$752.0K0.4%00.0%UnchangedHolders
Q3 20241,784$767.7K0.4%00.0%UnchangedHolders
Q2 20241,784$834.1K0.4%+20+1.1%AddedHolders
Q1 20241,764$742.1K0.4%+901+104.4%AddedHolders
Q4 2023863$324.5K0.2%00.0%UnchangedHolders
Q3 2023863$272.5K0.2%−320−27.0%ReducedHolders
Q2 20231,183$402.9K0.2%+200+20.3%AddedHolders
Q1 2023983$283.0K0.2%−82−7.7%ReducedHolders
Q4 20221,065$255.0K0.2%00.0%UnchangedHolders
Q3 20221,065$248.0K0.2%+1,065NewHolders
Q2 20220$00.0%−738−100.0%Sold outHolders
Q1 2022738$228.0K0.1%−79−9.7%ReducedHolders
Q4 2021817$275.0K0.1%−158−16.2%ReducedHolders
Q3 2021975$275.0K0.2%00.0%UnchangedHolders
Q2 2021975$264.0K0.1%+19+2.0%AddedHolders
Q1 2021956$225.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.