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TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

MSFT holding history

Microsoft Corp in every 13F filed by TRUE Private Wealth Advisors, 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)
32,876
Value
$12.3M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of MSFT by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,876$12.3M1.1%+1,184+3.7%AddedHolders
Q1 202631,692$11.7M1.1%−518−1.6%ReducedHolders
Q4 202532,210$15.6M1.6%−220−0.7%ReducedHolders
Q3 202532,430$16.8M1.7%−311−0.9%ReducedHolders
Q2 202532,741$16.3M1.8%−1,686−4.9%ReducedHolders
Q1 202534,427$12.9M1.6%−297−0.9%ReducedHolders
Q4 202434,724$14.6M1.8%−721−2.0%ReducedHolders
Q3 202435,445$15.3M1.8%−8,090−18.6%ReducedHolders
Q2 202443,535$19.5M2.2%−207−0.5%ReducedHolders
Q1 202443,742$18.4M2.1%−5,696−11.5%ReducedHolders
Q4 202349,438$18.6M2.4%−593−1.2%ReducedHolders
Q3 202350,031$15.8M2.2%+597+1.2%AddedHolders
Q2 202349,434$16.8M2.5%−3,939−7.4%ReducedHolders
Q1 202353,373$15.4M2.3%−631−1.2%ReducedHolders
Q4 202254,004$13.0M2.0%+876+1.6%AddedHolders
Q3 202253,128$12.4M1.9%+546+1.0%AddedHolders
Q2 202252,582$13.5M2.0%+524+1.0%AddedHolders
Q1 202252,058$15.1M2.1%+993+1.9%AddedHolders
Q4 202151,065$17.2M2.4%+823+1.6%AddedHolders
Q3 202150,242$14.2M2.1%−2,963−5.6%ReducedHolders
Q2 202153,205$14.4M2.1%−170−0.3%ReducedHolders
Q1 202153,375$12.6M2.0%––Holders

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