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AdviceOne Advisory Services, LLC

SEC CIK
0001998980
Latest filing
Jul 9, 2026

MSFT holding history

Microsoft Corp in every 13F filed by AdviceOne Advisory Services, 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)
2,355
Value
$878.6K
% of portfolio
0.5%
Quarters held
7
Since Q4 2024
Holdings of MSFT by AdviceOne Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,355$878.6K0.5%+181+8.3%AddedHolders
Q1 20262,174$804.7K0.5%+14+0.6%AddedHolders
Q4 20252,160$1.04M0.6%+162+8.1%AddedHolders
Q3 20251,998$1.04M0.7%+129+6.9%AddedHolders
Q2 20251,869$929.7K0.7%+200+12.0%AddedHolders
Q1 20251,669$626.4K0.5%+124+8.0%AddedHolders
Q4 20241,545$651.4K0.6%–No prior filingHolders