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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Discipline Wealth Solutions, 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)
5,904
Value
$2.20M
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of MSFT by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,904$2.20M0.2%+102+1.8%AddedHolders
Q1 20265,802$2.15M0.2%+630+12.2%AddedHolders
Q4 20255,172$2.50M0.5%+831+19.1%AddedHolders
Q3 20254,341$2.25M0.6%+697+19.1%AddedHolders
Q2 20253,644$1.81M0.7%+943+34.9%AddedHolders
Q1 20252,701$1.01M0.5%00.0%UnchangedHolders
Q4 20242,701$1.14M0.5%+42+1.6%AddedHolders
Q3 20242,659$1.14M0.6%+2,138+410.4%AddedHolders
Q2 2024521$232.9K0.2%+521NewHolders