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Microsoft Corporation shares owned by Invera Wealth Advisors

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Invera Wealth Advisors from 13F filings

Historical chart of Invera Wealth Advisors investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 13k 517.95
2025-06-30 $6.7M 14k 497.41
2025-03-31 $5.2M 14k 375.39
2023-12-31 $5.8M 16k 376.04