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Echo Wealth Management, LLC

SEC CIK
0001846994
Latest filing
Jul 24, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Echo Wealth Management, 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)
2,283
Value
$851.6K
% of portfolio
0.4%
Quarters held
11
Since Q1 2021
Holdings of MSFT by Echo Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,283$851.6K0.4%+140+6.5%AddedHolders
Q1 20262,143$793.3K0.5%−621−22.5%ReducedHolders
Q4 20252,764$1.34M0.8%−332−10.7%ReducedHolders
Q3 20253,096$1.60M0.9%−50−1.6%ReducedHolders
Q2 20253,146$1.56M1.0%−288−8.4%ReducedHolders
Q1 20253,434$1.29M0.9%+105+3.2%AddedHolders
Q4 20243,329$1.40M1.0%−10−0.3%ReducedHolders
Q3 20243,339$1.39M1.0%−110−3.2%ReducedHolders
Q2 20243,449$1.54M1.2%+1,161+50.7%AddedHolders
Q1 20242,288$962.6K0.8%+2,288NewHolders
Q2 20210$00.0%−872−100.0%Sold outHolders
Q1 2021872$206.0K0.3%––Holders

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