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Disclosery

Beacon Wealthcare LLC: MSFT position timeline

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

Beacon Wealthcare LLC held 1,585 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,585 shares
    Change vs previous 13F +246 shares

    0.26% of the 13F portfolio, value $813,142.

    13F-HR 0001849336-26-000005 filed by Beacon Wealthcare LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,339 shares
    Change vs previous 13F +9 shares

    0.16% of the 13F portfolio, value $499,474.

    13F-HR 0001849336-26-000003 filed by Beacon Wealthcare 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 1,330 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $492,326.

    13F-HR 0001849336-26-000002 filed by Beacon Wealthcare 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 1,330 shares
    Change vs previous 13F -101 shares

    0.22% of the 13F portfolio, value $643,215.

    13F-HR 0001849336-26-000001 filed by Beacon Wealthcare 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 1,431 shares
    Change vs previous 13F +101 shares

    0.26% of the 13F portfolio, value $741,186.

    13F-HR 0001849336-25-000006 filed by Beacon Wealthcare 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 1,330 shares
    Change vs previous 13F +30 shares

    0.25% of the 13F portfolio, value $661,555.

    13F-HR 0001849336-25-000004 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,300 shares
    Change vs previous 13F +30 shares

    0.2% of the 13F portfolio, value $488,007.

    13F-HR 0001849336-25-000002 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,270 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $535,305.

    13F-HR 0001849336-25-000001 filed by Beacon Wealthcare LLC
    Filed (acceptance time not in the bulk data set), ingested

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