SEC 13F Intelligence

Landmark Financial Advisors, LLC / MSFT

Landmark Financial Advisors, LLC’s Microsoft Corp Position

Does Landmark Financial Advisors, LLC own Microsoft Corp (MSFT)? Yes8.7K shares worth $3M (+1.18% of its 13F portfolio) as of Q4 2023, down from 8.7K shares the prior filed quarter.

Position Value
$3M
Q4 2023
Shares
8.7K
% of Portfolio
+1.18%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $836,000Q4 ’18Q1 ’19: $972,000Q2 ’19: $1MQ3 ’19: $1MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20238.7K$3M+1.18%
Q3 20238.7K$3M+1.12%
Q2 20238.9K$3M+1.24%
Q1 20239.0K$3M+1.14%
Q4 202210.6K$3M+1.17%
Q3 20228.7K$2M+1.07%
Q2 20227.7K$2M+0.98%
Q1 20227.7K$2M+1.04%
Q4 20217.6K$3M+1.13%
Q3 20217.4K$2M+0.94%
Q2 20217.9K$2M+1.02%
Q1 20217.4K$2M+0.94%
Q4 20207.6K$2M+0.94%
Q3 20207.9K$2M+1.05%
Q2 20208.6K$2M+1.19%
Q1 20209.3K$2M+1.11%
Q4 20199.2K$2M+0.89%
Q3 20198.1K$1M+0.70%
Q2 20198.3K$1M+0.68%
Q1 20198.2K$972,000+0.64%
Q4 20188.2K$836,000+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Landmark Financial Advisors, LLC’s full portfolio or all institutional holders of MSFT.