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Birch Financial Group, LLC

SEC CIK
0002083592
Latest filing
Jul 15, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Birch Financial Group, 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)
9,875
Value
$3.68M
% of portfolio
1.9%
Quarters held
7
Since Q4 2024
Holdings of MSFT by Birch Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,875$3.68M1.9%−453−4.4%ReducedHolders
Q1 202610,328$3.82M2.2%+739+7.7%AddedHolders
Q4 20259,589$4.64M2.6%+315+3.4%AddedHolders
Q3 20259,274$4.80M2.8%+487+5.5%AddedHolders
Q2 20258,787$4.37M3.5%−906−9.3%ReducedHolders
Q1 20259,693$3.64M3.2%+1,571+19.3%AddedHolders
Q4 20248,122$3.42M3.9%–No prior filingHolders