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Livermore
Livermore
ZHEN

TPG Financial Advisors, LLC

SEC CIK
0001706669
Latest filing
Aug 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by TPG Financial Advisors, LLC, 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)
2,468
Value
$920.6K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of MSFT by TPG Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,468$920.6K0.3%+5+0.2%AddedHolders
Q1 20262,463$911.7K0.3%−116−4.5%ReducedHolders
Q4 20252,579$1.25M0.4%+159+6.6%AddedHolders
Q3 20252,420$1.25M0.5%−62−2.5%ReducedHolders
Q2 20252,482$1.23M0.5%+32+1.3%AddedHolders
Q1 20252,450$919.7K0.4%−105−4.1%ReducedHolders
Q4 20242,555$1.08M0.5%−67−2.6%ReducedHolders
Q3 20242,622$1.13M0.5%−754−22.3%ReducedHolders
Q2 20243,376$1.51M0.7%–No prior filingHolders
Q1 2024––––Not filedHolders
Q4 20232,894$1.08M0.6%+822+39.7%AddedHolders
Q3 20232,072$654.2K0.3%+518+33.3%AddedHolders
Q2 20231,554$529.2K0.3%+122+8.5%AddedHolders
Q1 20231,432$412.8K0.2%−103−6.7%ReducedHolders
Q4 20221,535$368.1K0.2%+103+7.2%AddedHolders
Q3 20221,432$334.0K0.2%+10+0.7%AddedHolders
Q2 20221,422$365.0K0.2%00.0%UnchangedHolders
Q1 20221,422$438.0K0.3%00.0%UnchangedHolders
Q4 20211,422$478.0K0.3%−100−6.6%ReducedHolders
Q3 20211,522$429.0K0.3%−2−0.1%ReducedHolders
Q2 20211,524$413.0K0.3%−97−6.0%ReducedHolders
Q1 20211,621$382.0K0.3%––Holders

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