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Disclosery

Activest Wealth Management: MSFT position timeline

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

Activest Wealth Management held 12,034 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,034 shares
    Change vs previous 13F -5,730 shares

    0.87% of the 13F portfolio, value $4,488,806.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 17,764 shares
    Change vs previous 13F +7,909 shares

    1.16% of the 13F portfolio, value $6,575,775.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 9,855 shares
    Change vs previous 13F -775 shares

    0.89% of the 13F portfolio, value $4,766,276.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 10,630 shares
    Change vs previous 13F +731 shares

    1.11% of the 13F portfolio, value $5,505,931.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 9,899 shares
    Change vs previous 13F +139 shares

    1.19% of the 13F portfolio, value $4,923,758.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 9,760 shares
    Change vs previous 13F +1,234 shares

    0.98% of the 13F portfolio, value $3,663,656.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 8,526 shares
    Change vs previous 13F +470 shares

    1% of the 13F portfolio, value $3,593,905.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 8,056 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,466,695.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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