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Disclosery

Adams Wealth Management: MSFT position timeline

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

Adams Wealth Management held 19,388 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 19,388 shares
    Change vs previous 13F +1,740 shares

    1.38% of the 13F portfolio, value $7,232,236.

    13F-HR 0001803084-26-000007 filed by Adams 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 17,648 shares
    Change vs previous 13F +3,740 shares

    1.43% of the 13F portfolio, value $6,532,733.

    13F-HR 0001803084-26-000003 filed by Adams 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 13,908 shares
    Change vs previous 13F +1,380 shares

    1.44% of the 13F portfolio, value $6,726,117.

    13F-HR 0001803084-26-000001 filed by Adams 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 12,528 shares
    Change vs previous 13F -3,494 shares

    1.39% of the 13F portfolio, value $6,488,909.

    13F-HR 0001803084-25-000010 filed by Adams 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 16,022 shares
    Change vs previous 13F -3,479 shares

    1.52% of the 13F portfolio, value $7,969,735.

    13F-HR 0001803084-25-000009 filed by Adams 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 19,501 shares
    Change vs previous 13F +667 shares

    1.44% of the 13F portfolio, value $7,320,334.

    13F-HR 0001803084-25-000004 filed by Adams 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 18,834 shares
    Change vs previous 13F +2,323 shares

    1.52% of the 13F portfolio, value $7,938,765.

    13F-HR 0001803084-25-000001 filed by Adams 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 16,511 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $7,104,580.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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