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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Summit Wealth Partners, 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)
15,413
Value
$5.75M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,413$5.75M0.8%+1,233+8.7%AddedHolders
Q1 202614,180$5.25M0.8%+8,646+156.2%AddedHolders
Q4 20255,534$2.68M0.5%−1,233−18.2%ReducedHolders
Q3 20256,767$3.50M0.6%+10.0%AddedHolders
Q2 20256,766$3.37M0.6%−25−0.4%ReducedHolders
Q1 20256,791$2.55M0.5%+17+0.3%AddedHolders
Q4 20246,774$2.86M0.6%+804+13.5%AddedHolders
Q3 20245,970$2.57M0.5%−484−7.5%ReducedHolders
Q2 20246,454$2.88M0.6%+829+14.7%AddedHolders
Q1 20245,625$2.37M0.5%−195−3.4%ReducedHolders
Q4 20235,820$2.19M0.5%−31−0.5%ReducedHolders
Q3 20235,851$1.85M0.5%−490−7.7%ReducedHolders
Q2 20236,341$2.16M0.5%00.0%UnchangedHolders
Q1 20236,341$1.83M0.5%00.0%UnchangedHolders
Q4 20226,341$1.52M0.4%−226−3.4%ReducedHolders
Q3 20226,567$1.53M0.4%+90+1.4%AddedHolders
Q2 20226,477$1.66M0.4%+384+6.3%AddedHolders
Q1 20226,093$1.88M0.4%−199−3.2%ReducedHolders
Q4 20216,292$2.12M0.5%+22+0.4%AddedHolders
Q3 20216,270$1.77M0.4%+327+5.5%AddedHolders
Q2 20215,943$1.61M0.4%+23+0.4%AddedHolders
Q1 20215,920$1.40M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.