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Disclosery

BigSur Wealth Management LLC: MSFT position timeline

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

BigSur Wealth Management LLC held 10,049 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,049 shares
    Change vs previous 13F +1,199 shares

    0.9% of the 13F portfolio, value $3,748,478.

    13F-HR 0001398344-26-012137 filed by BigSur 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 ended2026-03-31
    13F 8,850 shares
    Change vs previous 13F +900 shares

    0.92% of the 13F portfolio, value $3,276,005.

    13F-HR 0001398344-26-006828 filed by BigSur 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 ended2025-12-31
    13F 7,950 shares
    Change vs previous 13F +37 shares

    0.93% of the 13F portfolio, value $3,844,779.

    13F-HR 0001398344-26-001298 filed by BigSur 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 ended2025-09-30
    13F 7,913 shares
    Change vs previous 13F +12 shares

    1% of the 13F portfolio, value $4,098,538.

    13F-HR 0001398344-25-019122 filed by BigSur 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 ended2025-06-30
    13F 7,901 shares
    Change vs previous 13F -71 shares

    0.99% of the 13F portfolio, value $3,930,036.

    13F-HR 0001398344-25-013158 filed by BigSur 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 ended2025-03-31
    13F 7,972 shares
    Change vs previous 13F +1,002 shares

    0.81% of the 13F portfolio, value $2,992,609.

    13F-HR 0001398344-25-007207 filed by BigSur 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 ended2024-12-31
    13F 6,970 shares
    Change vs previous 13F +31 shares

    0.84% of the 13F portfolio, value $2,937,855.

    13F-HR 0001398344-25-000735 filed by BigSur 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 ended2024-09-30
    13F 6,939 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,985,852.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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