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Livermore
Livermore
ZHEN

Mills Wealth Advisors LLC

SEC CIK
0002029294
Latest filing
Jul 7, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Mills Wealth 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)
1,219
Value
$454.8K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of MSFT by Mills Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,219$454.8K0.1%+39+3.3%AddedHolders
Q1 20261,180$436.9K0.2%+147+14.2%AddedHolders
Q4 20251,033$499.7K0.2%+3+0.3%AddedHolders
Q3 20251,030$533.6K0.2%−1−0.1%ReducedHolders
Q2 20251,031$512.8K0.2%+53+5.4%AddedHolders
Q1 2025978$367.1K0.2%+41+4.4%AddedHolders
Q4 2024937$394.9K0.2%+194+26.1%AddedHolders
Q3 2024743$319.7K0.2%00.0%UnchangedHolders
Q2 2024743$332.1K0.2%−117−13.6%ReducedHolders
Q1 2024860$361.7K0.3%−179−17.2%ReducedHolders
Q4 20231,039$390.6K0.3%+4+0.4%AddedHolders
Q3 20231,035$326.7K0.3%+209+25.3%AddedHolders
Q2 2023826$281.2K0.2%00.0%UnchangedHolders
Q1 2023826$238.0K0.2%−75−8.3%ReducedHolders
Q4 2022901$216.0K0.2%–No prior filingHolders