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Disclosery

Baron Wealth Management LLC: MSFT position timeline

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

Baron Wealth Management LLC held 10,478 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,478 shares
    Change vs previous 13F +1,725 shares

    1.01% of the 13F portfolio, value $3,908,413.

    13F-HR 0001968507-26-000006 filed by Baron 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 8,753 shares
    Change vs previous 13F -1,111 shares

    0.97% of the 13F portfolio, value $3,240,090.

    13F-HR 0001968507-26-000004 filed by Baron 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 9,864 shares
    Change vs previous 13F +538 shares

    1.47% of the 13F portfolio, value $4,770,272.

    13F-HR 0001968507-26-000003 filed by Baron 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 9,326 shares
    Change vs previous 13F -772 shares

    1.6% of the 13F portfolio, value $4,830,445.

    13F-HR 0001968507-25-000007 filed by Baron 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 10,098 shares
    Change vs previous 13F +1,392 shares

    1.78% of the 13F portfolio, value $5,022,999.

    13F-HR 0001968507-25-000006 filed by Baron 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 8,706 shares
    Change vs previous 13F -108 shares

    1.44% of the 13F portfolio, value $3,268,328.

    13F-HR 0001968507-25-000004 filed by Baron 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 8,814 shares
    Change vs previous 13F +205 shares

    1.75% of the 13F portfolio, value $3,714,918.

    13F-HR 0001968507-25-000001 filed by Baron 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 8,609 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $3,704,359.

    13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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