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Disclosery

AE Wealth Management LLC: MSFT position timeline

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

AE Wealth Management LLC held 1,366,663 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,366,663 shares
    Change vs previous 13F +82,332 shares

    2.38% of the 13F portfolio, value $509,792,184.

    13F-HR 0001697723-26-000007 filed by AE 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 1,284,331 shares
    Change vs previous 13F +252,790 shares

    2.57% of the 13F portfolio, value $475,421,537.

    13F-HR 0001697723-26-000006 filed by AE 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 1,031,541 shares
    Change vs previous 13F +151,592 shares

    2.86% of the 13F portfolio, value $498,874,535.

    13F-HR 0001697723-26-000001 filed by AE 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 879,949 shares
    Change vs previous 13F +57,967 shares

    2.91% of the 13F portfolio, value $455,768,949.

    13F-HR 0001697723-25-000007 filed by AE 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 821,982 shares
    Change vs previous 13F +3,899 shares

    2.99% of the 13F portfolio, value $408,862,735.

    13F-HR 0001697723-25-000004 filed by AE 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 818,083 shares
    Change vs previous 13F +63,271 shares

    2.58% of the 13F portfolio, value $307,100,512.

    13F-HR 0001697723-25-000003 filed by AE 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 754,812 shares
    Change vs previous 13F +76,394 shares

    2.7% of the 13F portfolio, value $318,153,884.

    13F-HR 0001697723-25-000001 filed by AE 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 678,418 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $291,924,219.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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