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Edge Financial Advisors LLC

SEC CIK
0002011402
Latest filing
Jan 28, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Edge Financial 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 Q4 2025 holdings

Shares (Q4 2025)
3,404
Value
$1.65M
% of portfolio
0.7%
Quarters held
8
Since Q1 2024
Holdings of MSFT by Edge Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20253,404$1.65M0.7%−132−3.7%ReducedHolders
Q3 20253,536$1.83M0.8%−109−3.0%ReducedHolders
Q2 20253,645$1.81M1.0%+308+9.2%AddedHolders
Q1 20253,337$1.25M0.8%−172−4.9%ReducedHolders
Q4 20243,509$1.48M1.3%−38−1.1%ReducedHolders
Q3 20243,547$1.53M1.4%+247+7.5%AddedHolders
Q2 20243,300$1.48M1.5%−2,424−42.3%ReducedHolders
Q1 20245,724$2.41M2.1%–No prior filingHolders