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Benchmark Wealth Management, LLC: MSFT position timeline

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

Benchmark Wealth Management, LLC held 953 MSFT shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 953 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $474,054.

    13F-HR 0001788241-25-000004 filed by Benchmark 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 ended2025-03-31
    13F 953 shares
    Change vs previous 13F -46 shares

    0.17% of the 13F portfolio, value $357,762.

    13F-HR 0001788241-25-000003 filed by Benchmark 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 ended2024-12-31
    13F 999 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $421,093.

    13F-HR 0001788241-25-000002 filed by Benchmark 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 ended2024-09-30
    13F 1,024 shares
    Change vs previous 13F -100 shares

    0.22% of the 13F portfolio, value $440,639.

    13F-HR 0001788241-24-000007 filed by Benchmark 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 ended2024-06-30
    13F 1,124 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $502,382.

    13F-HR 0001788241-24-000006 filed by Benchmark 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 ended2024-03-31
    13F 1,124 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $472,897.

    13F-HR 0001788241-24-000003 filed by Benchmark 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 ended2023-12-31
    13F 1,124 shares
    Change vs previous 13F -80 shares

    0.25% of the 13F portfolio, value $422,674.

    13F-HR 0001788241-24-000001 filed by Benchmark 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 ended2023-09-30
    13F 1,204 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $380,165.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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