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Mosaic Financial Group, LLC

SEC CIK
0002011050
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Mosaic Financial Group, 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)
15,684
Value
$5.85M
% of portfolio
3.7%
Quarters held
10
Since Q1 2024
Holdings of MSFT by Mosaic Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,684$5.85M3.7%−623−3.8%ReducedHolders
Q1 202616,307$6.04M4.3%+60.0%AddedHolders
Q4 202516,301$7.88M5.4%−985−5.7%ReducedHolders
Q3 202517,286$8.95M6.4%−198−1.1%ReducedHolders
Q2 202517,484$8.70M6.7%−54−0.3%ReducedHolders
Q1 202517,538$6.58M5.4%−1,104−5.9%ReducedHolders
Q4 202418,642$7.86M5.6%−214−1.1%ReducedHolders
Q3 202418,856$8.11M5.8%+945+5.3%AddedHolders
Q2 202417,911$8.01M5.7%−61−0.3%ReducedHolders
Q1 202417,972$7.56M6.1%–No prior filingHolders