Alchemi Wealth, LLC: MSFT position timeline

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

Alchemi Wealth, LLC held 12,564 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 12,564 shares
Change vs previous 13F -264 shares
2.2% of the 13F portfolio, value $4,686,986.
13F-HR 0002110606-26-000004 filed by Alchemi Wealth, LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,828 shares
Change vs previous 13F -106 shares
2.64% of the 13F portfolio, value $4,748,735.
13F-HR 0002110606-26-000003 filed by Alchemi Wealth, LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,934 shares
Change vs previous 13F not available
3.42% of the 13F portfolio, value $6,255,838.
13F-HR 0002110606-26-000001 filed by Alchemi Wealth, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).