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Livermore
Livermore
ZHEN

Sightline Wealth Advisors, LLC

SEC CIK
0001841979
Latest filing
Jul 22, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Sightline 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)
3,308
Value
$1.23M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Sightline Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,308$1.23M0.5%+50+1.5%AddedHolders
Q1 20263,258$1.21M0.5%+2+0.1%AddedHolders
Q4 20253,256$1.57M0.7%−23−0.7%ReducedHolders
Q3 20253,279$1.70M0.8%−52−1.6%ReducedHolders
Q2 20253,331$1.66M0.8%+170+5.4%AddedHolders
Q1 20253,161$1.19M0.6%+2+0.1%AddedHolders
Q4 20243,159$1.33M0.7%+10.0%AddedHolders
Q3 20243,158$1.36M0.7%+10.0%AddedHolders
Q2 20243,157$1.41M0.9%+221+7.5%AddedHolders
Q1 20242,936$1.24M0.8%+13+0.4%AddedHolders
Q4 20232,923$1.10M0.8%+2+0.1%AddedHolders
Q3 20232,921$922.4K0.9%−416−12.5%ReducedHolders
Q2 20233,337$962.1K1.0%+29+0.9%AddedHolders
Q1 20233,308$953.7K1.0%−636−16.1%ReducedHolders
Q4 20223,944$945.8K1.0%+1,256+46.7%AddedHolders
Q3 20222,688$647.0K0.8%+2+0.1%AddedHolders
Q2 20222,686$686.0K0.7%+2+0.1%AddedHolders
Q1 20222,684$828.0K0.7%+10.0%AddedHolders
Q4 20212,683$903.0K0.8%+96+3.7%AddedHolders
Q3 20212,587$729.0K0.6%+10.0%AddedHolders
Q2 20212,586$701.0K0.6%+10.0%AddedHolders
Q1 20212,585$614.0K0.6%––Holders

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