Summit Wealth Group Llc / Co »

Microsoft Corporation shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Microsoft Corporation by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 35k 315.75
2025-06-30 $4.2M 8.4k 497.41