Skip to main content
Livermore
Livermore
ZHEN

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Collaborative Wealth Managment Inc., 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)
1,517
Value
$565.9K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of MSFT by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,517$565.9K0.2%+34+2.3%AddedHolders
Q1 20261,483$549.0K0.3%−2,582−63.5%ReducedHolders
Q4 20254,065$1.97M0.7%+2,239+122.6%AddedHolders
Q3 20251,826$945.7K0.4%−32−1.7%ReducedHolders
Q2 20251,858$924.1K0.4%+10+0.5%AddedHolders
Q1 20251,848$693.6K0.3%−187−9.2%ReducedHolders
Q4 20242,035$857.6K0.4%+2+0.1%AddedHolders
Q3 20242,033$874.6K0.4%−313−13.3%ReducedHolders
Q2 20242,346$1.05M0.5%−21−0.9%ReducedHolders
Q1 20242,367$996.0K0.5%−79−3.2%ReducedHolders
Q4 20232,446$919.9K0.5%−93−3.7%ReducedHolders
Q3 20232,539$801.8K0.5%+68+2.8%AddedHolders
Q2 20232,471$841.5K0.5%−177−6.7%ReducedHolders
Q1 20232,648$763.4K0.5%−133−4.8%ReducedHolders
Q4 20222,781$667.0K0.4%+29+1.1%AddedHolders
Q3 20222,752$641.0K0.5%+11+0.4%AddedHolders
Q2 20222,741$704.0K0.5%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20212,666$897.0K0.5%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20212,791$860.0K0.5%––Holders

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