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Perspective Wealth Advisors LLC

SEC CIK
0002080427
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Perspective 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)
688
Value
$256.7K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of MSFT by Perspective Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026688$256.7K0.1%+49+7.7%AddedHolders
Q1 2026639$236.6K0.2%+161+33.7%AddedHolders
Q4 2025478$231.2K0.2%–No prior filingHolders