Elevation Wealth Management LLC

SEC CIK: 0002093518

SEC filings (opens in a new tab)

MSFT holding history

MICROSOFT CORP

Every 13F filing in which Elevation Wealth Management LLC reported holding MSFT, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full portfolio

Elevation Wealth Management LLC: MSFT holding by quarter
Quarter	Shares	Value	% of portfolio	Change in shares	Action
Q2 2026	11,921	$4.45M	3.33%	+1,189+11.1%	Added
Q1 2026	10,732	$3.97M	3.65%	+4,621+75.6%	Added
Q4 2025	6,111	$2.96M	2.84%	+6,111	New