AllSquare Wealth Management LLC: MSFT position timeline

AllSquare Wealth Management LLC held 6,884 MSFT shares at 2025-09-30 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 6,884 shares

   Change vs previous 13F +46 shares

   1.88% of the 13F portfolio, value $3,565,568.

   13F-HR 0001633674-26-000005 filed by AllSquare Wealth Management LLC
   Filed 2026-01-12 (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).

2. period ended2025-06-30

   13F 6,838 shares

   Change vs previous 13F -26 shares

   1.91% of the 13F portfolio, value $3,401,290.

   13F-HR 0001633674-25-000003 filed by AllSquare Wealth Management LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 6,864 shares

   Change vs previous 13F +65 shares

   1.53% of the 13F portfolio, value $2,576,677.

   13F-HR 0001633674-25-000002 filed by AllSquare Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 6,799 shares

   Change vs previous 13F +100 shares

   1.65% of the 13F portfolio, value $2,865,779.

   13F-HR 0001633674-25-000001 filed by AllSquare Wealth Management LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 6,699 shares

   Change vs previous 13F +44 shares

   1.64% of the 13F portfolio, value $2,882,580.

   13F-HR 0001633674-24-000005 filed by AllSquare Wealth Management LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 6,655 shares

   Change vs previous 13F 0 shares

   1.79% of the 13F portfolio, value $2,974,452.

   13F-HR 0001633674-24-000003 filed by AllSquare Wealth Management LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 6,655 shares

   Change vs previous 13F 0 shares

   1.64% of the 13F portfolio, value $2,799,892.

   13F-HR 0001633674-24-000002 filed by AllSquare Wealth Management LLC
   Filed 2024-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 6,655 shares

   Change vs previous 13F not available

   1.54% of the 13F portfolio, value $2,502,546.

   13F-HR 0001633674-24-000001 filed by AllSquare Wealth Management LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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