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Disclosery

Berry Wealth Group, LP: MSFT position timeline

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

Berry Wealth Group, LP held 4,686 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,686 shares
    Change vs previous 13F +24 shares

    5.62% of the 13F portfolio, value $1,748,034.

    13F-HR 0001951757-26-001258 filed by Berry Wealth Group, LP
    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 4,662 shares
    Change vs previous 13F -240 shares

    6.45% of the 13F portfolio, value $1,725,662.

    13F-HR 0001951757-26-000698 filed by Berry Wealth Group, LP
    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 4,902 shares
    Change vs previous 13F -205 shares

    8.32% of the 13F portfolio, value $2,370,702.

    13F-HR 0001951757-26-000353 filed by Berry Wealth Group, LP
    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 5,107 shares
    Change vs previous 13F -13,347 shares

    8.63% of the 13F portfolio, value $2,645,253.

    13F-HR 0001951757-25-001408 filed by Berry Wealth Group, LP
    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 18,454 shares
    Change vs previous 13F +119 shares

    6.42% of the 13F portfolio, value $9,179,221.

    13F-HR 0001951757-25-001079 filed by Berry Wealth Group, LP
    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 18,335 shares
    Change vs previous 13F -114 shares

    5.38% of the 13F portfolio, value $6,882,657.

    13F-HR 0001951757-25-000426 filed by Berry Wealth Group, LP
    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 18,449 shares
    Change vs previous 13F -384 shares

    5.61% of the 13F portfolio, value $7,776,180.

    13F-HR 0001951757-25-000117 filed by Berry Wealth Group, LP
    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 18,833 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $8,103,984.

    13F-HR 0001951757-24-001081 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

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