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Towerpoint Wealth, LLC

SEC CIK
0001731445
Latest filing
Jul 9, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Towerpoint Wealth, 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)
3,858
Value
$1.44M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Towerpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,858$1.44M0.5%+173+4.7%AddedHolders
Q1 20263,685$1.36M0.6%−127−3.3%ReducedHolders
Q4 20253,812$1.84M0.7%−137−3.5%ReducedHolders
Q3 20253,949$2.05M0.8%−35−0.9%ReducedHolders
Q2 20253,984$1.98M0.9%−71−1.8%ReducedHolders
Q1 20254,055$1.52M0.8%−432−9.6%ReducedHolders
Q4 20244,487$1.89M0.9%−4,529−50.2%ReducedHolders
Q3 20249,016$3.88M1.8%−65−0.7%ReducedHolders
Q2 20249,081$4.06M2.0%+555+6.5%AddedHolders
Q1 20248,526$3.59M1.8%+178+2.1%AddedHolders
Q4 20238,348$3.14M1.7%−35−0.4%ReducedHolders
Q3 20238,383$2.65M1.6%+18+0.2%AddedHolders
Q2 20238,365$2.85M1.6%+4,938+144.1%AddedHolders
Q1 20233,427$988.0K0.6%+287+9.1%AddedHolders
Q4 20223,140$753.0K0.4%−307−8.9%ReducedHolders
Q3 20223,447$803.0K0.5%+52+1.5%AddedHolders
Q2 20223,395$872.0K0.5%−470−12.2%ReducedHolders
Q1 20223,865$1.19M0.6%+363+10.4%AddedHolders
Q4 20213,502$1.18M0.6%−193−5.2%ReducedHolders
Q3 20213,695$1.04M0.5%−152−4.0%ReducedHolders
Q2 20213,847$1.04M0.5%+237+6.6%AddedHolders
Q1 20213,610$851.0K0.4%––Holders

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