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Boomfish Wealth Group, LLC: MSFT position timeline

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

Boomfish Wealth Group, LLC held 16,514 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,514 shares
    Change vs previous 13F +7,434 shares

    2.81% of the 13F portfolio, value $6,160,008.

    13F-HR 0001437749-26-025568 filed by Boomfish Wealth Group, 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 9,080 shares
    Change vs previous 13F +281 shares

    1.79% of the 13F portfolio, value $3,361,292.

    13F-HR 0001437749-26-013018 filed by Boomfish Wealth Group, 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 8,799 shares
    Change vs previous 13F -236 shares

    2.27% of the 13F portfolio, value $4,255,443.

    13F-HR 0001437749-26-001622 filed by Boomfish Wealth Group, 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 9,035 shares
    Change vs previous 13F +361 shares

    2.52% of the 13F portfolio, value $4,679,627.

    13F-HR 0001437749-25-032225 filed by Boomfish Wealth Group, 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 8,674 shares
    Change vs previous 13F +48 shares

    2.49% of the 13F portfolio, value $4,314,381.

    13F-HR 0001437749-25-023367 filed by Boomfish Wealth Group, 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 8,626 shares
    Change vs previous 13F +252 shares

    2.1% of the 13F portfolio, value $3,238,290.

    13F-HR 0001437749-25-012338 filed by Boomfish Wealth Group, 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 8,374 shares
    Change vs previous 13F +177 shares

    2.14% of the 13F portfolio, value $3,529,724.

    13F-HR 0001437749-25-001706 filed by Boomfish Wealth Group, 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 8,197 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $3,527,140.

    13F-HR 0001437749-24-031154 filed by Boomfish Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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