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BKM Wealth Management, LLC: MSFT position timeline

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

BKM Wealth Management, LLC held 25,316 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,316 shares
    Change vs previous 13F +966 shares

    3.34% of the 13F portfolio, value $9,443,420.

    13F-HR 0002007263-26-000003 filed by BKM 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 24,350 shares
    Change vs previous 13F -1,220 shares

    3.29% of the 13F portfolio, value $9,013,659.

    13F-HR 0002007263-26-000002 filed by BKM 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 25,570 shares
    Change vs previous 13F +1,273 shares

    4.52% of the 13F portfolio, value $12,366,640.

    13F-HR 0002007263-26-000001 filed by BKM 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 24,297 shares
    Change vs previous 13F -956 shares

    4.64% of the 13F portfolio, value $12,585,111.

    13F-HR 0002007263-25-000007 filed by BKM 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 25,253 shares
    Change vs previous 13F -1,632 shares

    4.91% of the 13F portfolio, value $12,561,527.

    13F-HR 0002007263-25-000005 filed by BKM 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 26,885 shares
    Change vs previous 13F +63 shares

    4.16% of the 13F portfolio, value $10,092,663.

    13F-HR 0002007263-25-000004 filed by BKM 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 26,822 shares
    Change vs previous 13F +2,172 shares

    4.64% of the 13F portfolio, value $11,305,781.

    13F-HR 0002007263-25-000003 filed by BKM 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 24,650 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $10,607,183.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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