SEC 13F Intelligence

Wealthspan Partners, LLC / MSFT

Wealthspan Partners, LLC’s Microsoft Corp Position

Does Wealthspan Partners, LLC own Microsoft Corp (MSFT)? Yes — 12.1K shares worth $4M (+1.58% of its 13F portfolio) as of Q1 2026, up from 12.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
12.1K
% of Portfolio
+1.58%
Quarters Held
18
currently held

Position History MSFT

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.1K$4M+1.58%
Q4 202512.1K$6M+2.13%
Q3 202512.3K$6M+2.43%
Q2 202512.3K$6M+2.53%
Q1 202512.4K$5M+2.15%
Q4 202412.5K$5M+2.52%
Q3 202413.3K$6M+2.82%
Q2 202413.3K$6M+3.28%
Q1 202413.3K$6M+3.29%
Q4 202312.1K$5M+3.20%
Q3 202312.2K$4M+3.03%
Q2 202312.2K$4M+3.27%
Q1 202312.4K$4M+3.05%
Q4 202213.1K$3M+2.87%
Q3 202213.2K$3M+3.18%
Q2 202213.2K$3M+3.51%
Q1 202212.8K$4M+3.57%
Q4 202112.8K$4M+3.79%

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