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Safir Wealth Advisors, LLC

SEC CIK
0001830103
Latest filing
Jul 9, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Safir 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)
920
Value
$343.2K
% of portfolio
0.2%
Quarters held
14
Since Q1 2022
Holdings of MSFT by Safir Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026920$343.2K0.2%+240+35.3%AddedHolders
Q1 2026680$251.7K0.2%−326−32.4%ReducedHolders
Q4 20251,006$486.5K0.3%00.0%UnchangedHolders
Q3 20251,006$521.1K0.4%00.0%UnchangedHolders
Q2 20251,006$500.4K0.4%00.0%UnchangedHolders
Q1 20251,006$377.6K0.3%+326+47.9%AddedHolders
Q4 2024680$286.6K0.2%00.0%UnchangedHolders
Q3 2024680$292.6K0.2%00.0%UnchangedHolders
Q2 2024680$303.9K0.2%00.0%UnchangedHolders
Q1 2024680$286.1K0.2%00.0%UnchangedHolders
Q4 2023680$255.7K0.2%00.0%UnchangedHolders
Q3 2023680$214.7K0.2%00.0%UnchangedHolders
Q2 2023680$231.6K0.2%+680NewHolders
Q2 20220$00.0%−680−100.0%Sold outHolders
Q1 2022680$210.0K0.2%+680NewHolders