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Altus Wealth Management, LLC: MSFT position timeline

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

Altus Wealth Management, LLC held 1,399 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,399 shares
    Change vs previous 13F +59 shares

    0.2% of the 13F portfolio, value $521,681.

    13F-HR 0001802107-26-000006 filed by Altus 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 1,340 shares
    Change vs previous 13F -66 shares

    0.22% of the 13F portfolio, value $496,060.

    13F-HR 0001802107-26-000005 filed by Altus 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 1,406 shares
    Change vs previous 13F -19 shares

    0.29% of the 13F portfolio, value $679,807.

    13F-HR 0001802107-26-000001 filed by Altus 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 1,425 shares
    Change vs previous 13F -5 shares

    0.33% of the 13F portfolio, value $738,234.

    13F-HR 0001802107-25-000008 filed by Altus 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 1,430 shares
    Change vs previous 13F -1,161 shares

    0.34% of the 13F portfolio, value $711,288.

    13F-HR 0001802107-25-000007 filed by Altus 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 2,591 shares
    Change vs previous 13F +118 shares

    0.46% of the 13F portfolio, value $972,617.

    13F-HR 0001802107-25-000005 filed by Altus 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 2,473 shares
    Change vs previous 13F +390 shares

    0.47% of the 13F portfolio, value $1,042,549.

    13F-HR 0001802107-25-000001 filed by Altus 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 2,083 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $896,387.

    13F-HR 0001802107-24-000004 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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