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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → MSFT

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
3
Latest value
$11M
Q3 2026
Peak value
$11M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$4.7M
Q2 2026$5.9M
Q3 2026$11M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11M21.5K——
Q2 2026$5.9M15.7K——
Q1 2026$4.7M12.8K——

Other funds holding MSFT

Other LEGACY FINANCIAL INDEPENDENT ADVISORS LLC positions

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$6.8M
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$6.6M
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$6.5M