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Aprio Wealth Management, LLC: MSFT position timeline

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

Aprio Wealth Management, LLC held 53,599 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,599 shares
    Change vs previous 13F -1,860 shares

    0.99% of the 13F portfolio, value $19,993,453.

    13F-HR 0001398344-26-012645 filed by Aprio 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 55,459 shares
    Change vs previous 13F +18,745 shares

    1.12% of the 13F portfolio, value $20,529,307.

    13F-HR 0001398344-26-008933 filed by Aprio 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 36,714 shares
    Change vs previous 13F +1,631 shares

    1.46% of the 13F portfolio, value $25,412,671.

    13F-HR 0001803519-26-000001 filed by Aprio 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 35,083 shares
    Change vs previous 13F +3,388 shares

    1.81% of the 13F portfolio, value $18,171,003.

    13F-HR 0001803519-25-000006 filed by Aprio 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 31,695 shares
    Change vs previous 13F +6,781 shares

    1.78% of the 13F portfolio, value $15,765,167.

    13F-HR 0001803519-25-000004 filed by Aprio 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 24,914 shares
    Change vs previous 13F +6,107 shares

    1.17% of the 13F portfolio, value $9,352,324.

    13F-HR 0001803519-25-000003 filed by Aprio 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 18,807 shares
    Change vs previous 13F +2,445 shares

    1.16% of the 13F portfolio, value $7,927,018.

    13F-HR 0001472800-25-000002 filed by Aprio 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 16,362 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $7,040,381.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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