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Disclosery

BCS Wealth Management: MSFT position timeline

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

BCS Wealth Management held 6,651 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,651 shares
    Change vs previous 13F +199 shares

    0.45% of the 13F portfolio, value $2,480,841.

    13F-HR 0001798172-26-000003 filed by BCS Wealth Management
    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 6,452 shares
    Change vs previous 13F -9,112 shares

    0.49% of the 13F portfolio, value $2,388,599.

    13F-HR 0001798172-26-000002 filed by BCS Wealth Management
    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 15,564 shares
    Change vs previous 13F +9,937 shares

    0.76% of the 13F portfolio, value $7,527,392.

    13F-HR 0001798172-26-000001 filed by BCS Wealth Management
    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 5,627 shares
    Change vs previous 13F -3,242 shares

    0.66% of the 13F portfolio, value $2,914,543.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 8,869 shares
    Change vs previous 13F +1,834 shares

    0.95% of the 13F portfolio, value $4,412,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 7,035 shares
    Change vs previous 13F +969 shares

    0.68% of the 13F portfolio, value $2,641,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 6,066 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,557,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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