Skip to main content

Carter Financial, LLC

SEC CIK
0002115533
Latest filing
Aug 13, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Carter Financial, 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)
634
Value
$236.5K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of MSFT by Carter Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026634$236.5K0.2%00.0%UnchangedHolders
Q1 2026634$234.7K0.2%00.0%UnchangedHolders
Q4 2025634$306.6K0.3%–No prior filingHolders