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Spahn Wealth & Retirement LLC

SEC CIK
0001949033
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Spahn Wealth & Retirement 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)
1,364
Value
$508.8K
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of MSFT by Spahn Wealth & Retirement LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,364$508.8K0.3%−9,553−87.5%ReducedHolders
Q1 202610,917$4.04M5.1%00.0%UnchangedHolders
Q4 202510,917$5.28M3.3%+141+1.3%AddedHolders
Q3 202510,776$5.58M3.3%−224−2.0%ReducedHolders
Q2 202511,000$5.47M3.5%−75−0.7%ReducedHolders
Q1 202511,075$4.16M3.1%−42−0.4%ReducedHolders
Q4 202411,117$4.69M3.1%–No prior filingHolders