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Disclosery

Balance Wealth Partners LLC: MSFT position timeline

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

Balance Wealth Partners LLC held 8,625 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,625 shares
    Change vs previous 13F +316 shares

    0.86% of the 13F portfolio, value $3,217,363.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 8,309 shares
    Change vs previous 13F +146 shares

    0.96% of the 13F portfolio, value $3,075,862.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 8,163 shares
    Change vs previous 13F +552 shares

    1.27% of the 13F portfolio, value $3,947,810.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 7,611 shares
    Change vs previous 13F +367 shares

    0.97% of the 13F portfolio, value $3,942,143.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 7,244 shares
    Change vs previous 13F +85 shares

    2.11% of the 13F portfolio, value $3,603,015.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 7,159 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,687,380.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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