Skip to content
Disclosery

1776 Wealth LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on MSFT, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 19,140 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,140 shares
    Change vs previous 13F +414 shares

    2.52% of the 13F portfolio, value $7,139,543.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,726 shares
    Change vs previous 13F +99 shares

    2.73% of the 13F portfolio, value $6,931,715.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,627 shares
    Change vs previous 13F +171 shares

    3.39% of the 13F portfolio, value $9,006,494.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,456 shares
    Change vs previous 13F -1,303 shares

    3.68% of the 13F portfolio, value $9,559,052.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,759 shares
    Change vs previous 13F +399 shares

    4.05% of the 13F portfolio, value $9,828,324.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,360 shares
    Change vs previous 13F +49 shares

    3.34% of the 13F portfolio, value $7,267,692.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,311 shares
    Change vs previous 13F +318 shares

    3.74% of the 13F portfolio, value $8,139,587.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,993 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $8,172,688.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).