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BANNERMAN WEALTH MANAGEMENT GROUP, LLC: MSFT position timeline

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

BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 1,358 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,358 shares
    Change vs previous 13F +113 shares

    0.4% of the 13F portfolio, value $696,469.

    13F-HR 0001754960-26-000828 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,245 shares
    Change vs previous 13F +191 shares

    0.27% of the 13F portfolio, value $464,374.

    13F-HR 0001754960-26-000418 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,054 shares
    Change vs previous 13F -72 shares

    0.26% of the 13F portfolio, value $390,124.

    13F-HR 0001754960-26-000226 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,126 shares
    Change vs previous 13F +94 shares

    0.39% of the 13F portfolio, value $544,510.

    13F-HR 0001754960-26-000009 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,032 shares
    Change vs previous 13F -37 shares

    0.39% of the 13F portfolio, value $534,475.

    13F-HR 0001754960-25-000667 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,069 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $531,684.

    13F-HR 0001754960-25-000390 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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