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Disclosery

BIP Wealth, LLC: MSFT position timeline

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

BIP Wealth, LLC held 41,085 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,085 shares
    Change vs previous 13F +11,661 shares

    0.43% of the 13F portfolio, value $15,325,384.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 29,424 shares
    Change vs previous 13F -5,153 shares

    0.44% of the 13F portfolio, value $10,891,901.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 34,577 shares
    Change vs previous 13F +14,190 shares

    0.59% of the 13F portfolio, value $16,722,137.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 20,387 shares
    Change vs previous 13F +5,411 shares

    0.52% of the 13F portfolio, value $10,559,214.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 14,976 shares
    Change vs previous 13F +975 shares

    0.46% of the 13F portfolio, value $7,449,177.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 14,001 shares
    Change vs previous 13F -4 shares

    0.34% of the 13F portfolio, value $5,255,657.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 14,005 shares
    Change vs previous 13F -633 shares

    0.39% of the 13F portfolio, value $5,902,994.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 14,638 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,298,923.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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