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BOK Financial Private Wealth, Inc.: MSFT position timeline

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

BOK Financial Private Wealth, Inc. held 12,458 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,458 shares
    Change vs previous 13F -764 shares

    0.24% of the 13F portfolio, value $4,647,006.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 13,222 shares
    Change vs previous 13F -796 shares

    0.3% of the 13F portfolio, value $4,894,311.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 14,018 shares
    Change vs previous 13F -212 shares

    0.41% of the 13F portfolio, value $6,779,409.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 14,230 shares
    Change vs previous 13F -399 shares

    0.46% of the 13F portfolio, value $7,370,454.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 14,629 shares
    Change vs previous 13F -724 shares

    0.49% of the 13F portfolio, value $7,276,636.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 15,353 shares
    Change vs previous 13F -2,422 shares

    0.43% of the 13F portfolio, value $5,763,381.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 17,775 shares
    Change vs previous 13F -3,144 shares

    0.54% of the 13F portfolio, value $7,492,183.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 20,919 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,001,467.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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