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Disclosery

Altus Wealth Group LLC: MSFT position timeline

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

Altus Wealth Group LLC held 15,321 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,321 shares
    Change vs previous 13F +741 shares

    2.07% of the 13F portfolio, value $5,715,145.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 14,580 shares
    Change vs previous 13F +59 shares

    2.21% of the 13F portfolio, value $5,397,233.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 14,521 shares
    Change vs previous 13F +140 shares

    2.81% of the 13F portfolio, value $7,022,516.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 14,381 shares
    Change vs previous 13F -219 shares

    3.06% of the 13F portfolio, value $7,448,750.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 14,600 shares
    Change vs previous 13F -683 shares

    3.21% of the 13F portfolio, value $7,262,213.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 15,283 shares
    Change vs previous 13F +39 shares

    2.69% of the 13F portfolio, value $5,736,991.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 15,244 shares
    Change vs previous 13F -214 shares

    2.84% of the 13F portfolio, value $6,425,515.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 15,458 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $6,651,606.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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