Skip to main content

Secured Retirement Advisors, LLC

SEC CIK
0002012356
Latest filing
Jul 16, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Secured Retirement 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)
12,542
Value
$4.68M
% of portfolio
2.4%
Quarters held
11
Since Q4 2023
Holdings of MSFT by Secured Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,542$4.68M2.4%+1,187+10.5%AddedHolders
Q1 202611,355$4.20M2.4%−3,132−21.6%ReducedHolders
Q4 202514,487$7.01M3.9%+376+2.7%AddedHolders
Q3 202514,111$7.31M4.1%−17−0.1%ReducedHolders
Q2 202514,128$7.03M4.2%−447−3.1%ReducedHolders
Q1 202514,575$5.47M3.5%+6,653+84.0%AddedHolders
Q4 20247,922$3.34M1.9%+269+3.5%AddedHolders
Q3 20247,653$3.29M2.4%+209+2.8%AddedHolders
Q2 20247,444$3.33M2.6%+672+9.9%AddedHolders
Q1 20246,772$2.85M2.4%−1,136−14.4%ReducedHolders
Q4 20237,908$2.97M2.9%–No prior filingHolders