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Lineweaver Wealth Advisors, LLC

SEC CIK
0001797873
Latest filing
Jul 9, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Lineweaver Wealth 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)
30,002
Value
$11.2M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Lineweaver Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,002$11.2M1.3%+3,173+11.8%AddedHolders
Q1 202626,829$9.93M1.3%+1,299+5.1%AddedHolders
Q4 202525,530$12.3M1.7%+2,343+10.1%AddedHolders
Q3 202523,187$12.0M1.8%−1,419−5.8%ReducedHolders
Q2 202524,606$12.2M1.9%−754−3.0%ReducedHolders
Q1 202525,360$9.53M1.6%+2,182+9.4%AddedHolders
Q4 202423,178$9.78M1.8%+1,923+9.0%AddedHolders
Q3 202421,255$9.15M1.7%+411+2.0%AddedHolders
Q2 202420,844$9.32M1.9%+1,347+6.9%AddedHolders
Q1 202419,497$8.21M1.9%+195+1.0%AddedHolders
Q4 202319,302$7.26M1.9%+926+5.0%AddedHolders
Q3 202318,376$5.81M1.7%+871+5.0%AddedHolders
Q2 202317,505$5.96M1.7%−251−1.4%ReducedHolders
Q1 202317,756$5.12M1.6%+83+0.5%AddedHolders
Q4 202217,673$4.24M1.3%−346−1.9%ReducedHolders
Q3 202218,019$4.20M1.4%+426+2.4%AddedHolders
Q2 202217,593$4.52M1.5%+83+0.5%AddedHolders
Q1 202217,510$5.40M1.5%+5,136+41.5%AddedHolders
Q4 202112,374$4.16M1.2%−12−0.1%ReducedHolders
Q3 202112,386$3.49M1.1%+826+7.1%AddedHolders
Q2 202111,560$3.13M1.0%+874+8.2%AddedHolders
Q1 202110,686$2.52M0.9%––Holders

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