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BetterWealth, LLC

SEC CIK
0001911702
Latest filing
Jul 21, 2026

MSFT holding history

Microsoft Corp in every 13F filed by BetterWealth, 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)
1,820
Value
$678.9K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MSFT by BetterWealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,820$678.9K0.1%+379+26.3%AddedHolders
Q1 20261,441$533.5K0.1%+351+32.2%AddedHolders
Q4 20251,090$527.1K0.1%−123−10.1%ReducedHolders
Q3 20251,213$628.4K0.1%−840−40.9%ReducedHolders
Q2 20252,053$1.02M0.3%−26−1.3%ReducedHolders
Q1 20252,079$780.5K0.2%−370−15.1%ReducedHolders
Q4 20242,449$1.03M0.3%−390−13.7%ReducedHolders
Q3 20242,839$1.22M0.4%−2,274−44.5%ReducedHolders
Q2 20245,113$2.29M0.7%+76+1.5%AddedHolders
Q1 20245,037$2.12M0.7%−100−1.9%ReducedHolders
Q4 20235,137$1.93M0.7%+109+2.2%AddedHolders
Q3 20235,028$1.59M0.6%+711+16.5%AddedHolders
Q2 20234,317$1.47M0.6%+5+0.1%AddedHolders
Q1 20234,312$1.24M0.5%+6+0.1%AddedHolders
Q4 20224,306$1.03M0.5%+7+0.2%AddedHolders
Q3 20224,299$1.00M0.5%+519+13.7%AddedHolders
Q2 20223,780$971.0K0.5%+5+0.1%AddedHolders
Q1 20223,775$1.16M1.6%−261−6.5%ReducedHolders
Q4 20214,036$1.36M1.0%–No prior filingHolders