21 West Wealth Management LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on MSFT, newest first. How the timeline and the estimate are built.
21 West Wealth Management LLC held 2,786 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,786 sharesChange vs previous 13F +5 shares
0.89% of the 13F portfolio, value $1,039,234.
13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,781 sharesChange vs previous 13F -27 shares
0.96% of the 13F portfolio, value $1,029,443.
13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,808 sharesChange vs previous 13F -35 shares
1.24% of the 13F portfolio, value $1,358,005.
13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,843 sharesChange vs previous 13F -91 shares
1.4% of the 13F portfolio, value $1,472,532.
13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,934 sharesChange vs previous 13F not available
1.47% of the 13F portfolio, value $1,459,401.
13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).