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Livermore
Livermore
ZHEN

Dopkins Wealth Management, LLC

SEC CIK
0001904152
Latest filing
Jul 14, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Dopkins 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)
2,639
Value
$984.5K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of MSFT by Dopkins Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,639$984.5K0.4%−422−13.8%ReducedHolders
Q1 20263,061$1.13M0.5%+492+19.2%AddedHolders
Q4 20252,569$1.24M0.5%00.0%UnchangedHolders
Q3 20252,569$1.33M0.6%+31+1.2%AddedHolders
Q2 20252,538$1.26M0.6%00.0%UnchangedHolders
Q1 20252,538$952.8K0.5%+20+0.8%AddedHolders
Q4 20242,518$1.06M0.5%+218+9.5%AddedHolders
Q3 20242,300$989.7K0.8%−374−14.0%ReducedHolders
Q2 20242,674$1.20M0.7%+158+6.3%AddedHolders
Q1 20242,516$1.06M0.6%+201+8.7%AddedHolders
Q4 20232,315$870.5K0.7%−201−8.0%ReducedHolders
Q3 20232,516$794.4K0.6%+1,401+125.7%AddedHolders
Q2 20231,115$379.7K0.3%00.0%UnchangedHolders
Q1 20231,115$321.5K0.3%00.0%UnchangedHolders
Q4 20221,115$267.4K0.2%00.0%UnchangedHolders
Q3 20221,115$260.0K0.3%00.0%UnchangedHolders
Q2 20221,115$286.0K0.3%00.0%UnchangedHolders
Q1 20221,115$344.0K0.4%00.0%UnchangedHolders
Q4 20211,115$375.0K0.4%–No prior filingHolders