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AFFINITY WEALTH MANAGEMENT LLC: MSFT position timeline

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

AFFINITY WEALTH MANAGEMENT LLC held 35,157 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,157 shares
    Change vs previous 13F +737 shares

    1.69% of the 13F portfolio, value $13,114,408.

    13F-HR 0001951757-26-001017 filed by AFFINITY 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 34,420 shares
    Change vs previous 13F +187 shares

    1.93% of the 13F portfolio, value $12,741,380.

    13F-HR 0001951757-26-000583 filed by AFFINITY 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 34,233 shares
    Change vs previous 13F +162 shares

    2.35% of the 13F portfolio, value $16,555,935.

    13F-HR 0001951757-26-000157 filed by AFFINITY 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 34,071 shares
    Change vs previous 13F +307 shares

    2.58% of the 13F portfolio, value $17,646,827.

    13F-HR 0001951757-25-001278 filed by AFFINITY 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 33,764 shares
    Change vs previous 13F +268 shares

    2.68% of the 13F portfolio, value $16,794,460.

    13F-HR 0001951757-25-000835 filed by AFFINITY 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 33,496 shares
    Change vs previous 13F +208 shares

    2.33% of the 13F portfolio, value $12,573,878.

    13F-HR 0001951757-25-000293 filed by AFFINITY 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 33,288 shares
    Change vs previous 13F +46 shares

    2.49% of the 13F portfolio, value $14,030,717.

    13F-HR 0001951757-25-000076 filed by AFFINITY 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 33,242 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $14,303,951.

    13F-HR 0001951757-24-001010 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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