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Integrated Wealth Management

SEC CIK
0002113155
Latest filing
Aug 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Integrated Wealth Management, 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)
2,193
Value
$818.0K
% of portfolio
0.9%
Quarters held
3
Since Q4 2025
Holdings of MSFT by Integrated Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,193$818.0K0.9%−89−3.9%ReducedHolders
Q1 20262,282$844.9K1.0%+125+5.8%AddedHolders
Q4 20252,157$1.04M1.2%–No prior filingHolders