Skip to content
Disclosery

AMJ Financial Wealth Management: MSFT position timeline

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

AMJ Financial Wealth Management held 22,839 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,839 shares
    Change vs previous 13F 0 shares

    2% of the 13F portfolio, value $8,454,313.

    13F-HR 0001986152-26-000119 filed by AMJ Financial Wealth Management
    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 22,839 shares
    Change vs previous 13F -100 shares

    2% of the 13F portfolio, value $8,454,313.

    13F-HR 0001986152-26-000068 filed by AMJ Financial Wealth Management
    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 22,939 shares
    Change vs previous 13F -33 shares

    2.66% of the 13F portfolio, value $11,093,759.

    13F-HR 0001986152-26-000013 filed by AMJ Financial Wealth Management
    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 22,972 shares
    Change vs previous 13F -17 shares

    2.88% of the 13F portfolio, value $11,898,347.

    13F-HR 0001801585-25-000008 filed by AMJ Financial Wealth Management
    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 22,989 shares
    Change vs previous 13F -12 shares

    2.89% of the 13F portfolio, value $11,434,958.

    13F-HR 0001986152-25-000061 filed by AMJ Financial Wealth Management
    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 23,001 shares
    Change vs previous 13F +89 shares

    2.59% of the 13F portfolio, value $8,634,345.

    13F-HR 0001801585-25-000004 filed by AMJ Financial Wealth Management
    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 22,912 shares
    Change vs previous 13F -169 shares

    2.68% of the 13F portfolio, value $9,657,408.

    13F-HR 0001801585-25-000002 filed by AMJ Financial Wealth Management
    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 23,081 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $9,931,754.

    13F-HR 0001801585-24-000011 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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