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Livermore
Livermore
ZHEN

RF&L Wealth Management, LLC

SEC CIK
0001965915
Latest filing
Jul 22, 2026

MSFT holding history

Microsoft Corp in every 13F filed by RF&L 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)
1,087
Value
$405.6K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of MSFT by RF&L Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,087$405.6K0.3%−15−1.4%ReducedHolders
Q1 20261,102$408.0K0.3%−9,269−89.4%ReducedHolders
Q4 202510,371$5.02M2.8%−24−0.2%ReducedHolders
Q3 202510,395$5.38M3.2%+45+0.4%AddedHolders
Q2 202510,350$5.15M3.3%00.0%UnchangedHolders
Q1 202510,350$3.89M2.8%00.0%UnchangedHolders
Q4 202410,350$4.36M3.1%00.0%UnchangedHolders
Q3 202410,350$4.45M3.2%+15+0.1%AddedHolders
Q2 202410,335$4.62M3.5%00.0%UnchangedHolders
Q1 202410,335$4.35M3.3%00.0%UnchangedHolders
Q4 202310,335$3.89M3.2%00.0%UnchangedHolders
Q3 202310,335$3.26M3.0%−46−0.4%ReducedHolders
Q2 202310,381$3.54M3.2%00.0%UnchangedHolders
Q1 202310,381$2.99M2.9%00.0%UnchangedHolders
Q4 202210,381$2.49M2.6%–No prior filingHolders