Skip to content
Disclosery

AAF Wealth Management, LLC: MSFT position timeline

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

AAF Wealth Management, LLC held 3,776 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,776 shares
    Change vs previous 13F +48 shares

    0.52% of the 13F portfolio, value $1,408,563.

    13F-HR 0001726609-26-000005 filed by AAF Wealth Management, 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 3,728 shares
    Change vs previous 13F +113 shares

    0.57% of the 13F portfolio, value $1,379,810.

    13F-HR 0001726609-26-000002 filed by AAF Wealth Management, 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 3,615 shares
    Change vs previous 13F +1,220 shares

    0.74% of the 13F portfolio, value $1,748,202.

    13F-HR 0001726609-26-000001 filed by AAF Wealth Management, 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 2,395 shares
    Change vs previous 13F -21 shares

    0.56% of the 13F portfolio, value $1,240,447.

    13F-HR 0001726609-25-000003 filed by AAF Wealth Management, 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 2,416 shares
    Change vs previous 13F +517 shares

    0.55% of the 13F portfolio, value $1,201,588.

    13F-HR 0001085146-25-004526 filed by AAF Wealth Management, 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 1,899 shares
    Change vs previous 13F +260 shares

    0.38% of the 13F portfolio, value $712,977.

    13F-HR 0001085146-25-003362 filed by AAF Wealth Management, 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/A 1,639 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $690,903.

    13F-HR/A 0001085146-25-003382 filed by AAF Wealth Management, 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/A 1,639 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $705,329.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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