SEC 13F Intelligence

Invera Wealth Advisors, LLC / MSFT

Invera Wealth Advisors, LLC’s Microsoft Corp Position

Does Invera Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes — 12.5K shares worth $5M (+2.97% of its 13F portfolio) as of Q1 2026, down from 12.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.5K
% of Portfolio
+2.97%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $5,849Q4 ’23Q1 ’24: $6MQ1 ’24Q3 ’25: $7MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.5K$5M+2.97%
Q4 202512.5K$6M+3.82%
Q3 202513.3K$7M+4.26%
Q1 202415.6K$6M+3.66%
Q4 202315.6K$5,849+3.66%

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