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Livermore
Livermore
ZHEN

Leverty Financial Group, LLC

SEC CIK
0001908386
Latest filing
Jul 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Leverty Financial Group, 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)
853
Value
$318.3K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MSFT by Leverty Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026853$318.3K0.1%00.0%UnchangedHolders
Q1 2026853$315.9K0.1%00.0%UnchangedHolders
Q4 2025853$412.7K0.1%00.0%UnchangedHolders
Q3 2025853$442.0K0.1%+22+2.6%AddedHolders
Q2 2025831$413.5K0.1%−46−5.2%ReducedHolders
Q1 2025877$329.3K0.1%00.0%UnchangedHolders
Q4 2024877$369.8K0.2%−24−2.7%ReducedHolders
Q3 2024901$387.8K0.2%00.0%UnchangedHolders
Q2 2024901$402.8K0.2%−46−4.9%ReducedHolders
Q1 2024947$398.6K0.2%+43+4.8%AddedHolders
Q4 2023904$340.1K0.2%00.0%UnchangedHolders
Q3 2023904$285.5K0.2%−42−4.4%ReducedHolders
Q2 2023946$322.3K0.2%+6+0.6%AddedHolders
Q1 2023940$271.1K0.2%−24−2.5%ReducedHolders
Q4 2022964$231.3K0.2%−59−5.8%ReducedHolders
Q3 20221,023$238.0K0.2%−9−0.9%ReducedHolders
Q2 20221,032$265.0K0.2%00.0%UnchangedHolders
Q1 20221,032$318.0K0.3%00.0%UnchangedHolders
Q4 20211,032$347.0K0.3%–No prior filingHolders