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Disclosery

Bernard Wealth Management Corp.: MSFT position timeline

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

Bernard Wealth Management Corp. held 19,674 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,674 shares
    Change vs previous 13F -140 shares

    2.71% of the 13F portfolio, value $7,338,955.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 19,814 shares
    Change vs previous 13F -531 shares

    3.13% of the 13F portfolio, value $7,334,612.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 20,345 shares
    Change vs previous 13F -163 shares

    3.99% of the 13F portfolio, value $9,839,212.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 20,508 shares
    Change vs previous 13F -16 shares

    4.44% of the 13F portfolio, value $10,621,971.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 20,524 shares
    Change vs previous 13F -799 shares

    4.73% of the 13F portfolio, value $10,208,611.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 21,323 shares
    Change vs previous 13F -253 shares

    3.91% of the 13F portfolio, value $8,004,570.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 21,576 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $9,094,329.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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