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Disclosery

BAM Wealth Management, LLC: MSFT position timeline

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

BAM Wealth Management, LLC held 8,505 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,505 shares
    Change vs previous 13F +556 shares

    1.98% of the 13F portfolio, value $3,172,670.

    13F-HR 0002085853-26-000721 filed by BAM 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 7,949 shares
    Change vs previous 13F +302 shares

    2.2% of the 13F portfolio, value $2,942,574.

    13F-HR 0002085853-26-000406 filed by BAM 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 7,647 shares
    Change vs previous 13F +13 shares

    2.67% of the 13F portfolio, value $3,698,218.

    13F-HR 0002085853-26-000050 filed by BAM 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 7,634 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $3,953,968.

    13F-HR 0002085853-25-000208 filed by BAM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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