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Delta Wealth Advisors LLC

SEC CIK
0001970701
Latest filing
Jul 14, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Delta Wealth Advisors 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)
1,397
Value
$521.1K
% of portfolio
0.4%
Quarters held
10
Since Q1 2024
Holdings of MSFT by Delta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,397$521.1K0.4%+100+7.7%AddedHolders
Q1 20261,297$480.1K0.4%−21−1.6%ReducedHolders
Q4 20251,318$637.4K0.5%00.0%UnchangedHolders
Q3 20251,318$682.7K0.5%00.0%UnchangedHolders
Q2 20251,318$655.6K0.5%−301−18.6%ReducedHolders
Q1 20251,619$607.8K0.6%−28−1.7%ReducedHolders
Q4 20241,647$694.3K0.7%−47−2.8%ReducedHolders
Q3 20241,694$728.7K0.7%−134−7.3%ReducedHolders
Q2 20241,828$817.0K0.8%+116+6.8%AddedHolders
Q1 20241,712$720.4K0.7%–No prior filingHolders