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Bosman Wealth Management, LLC: MSFT position timeline

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

Bosman Wealth Management, LLC held 9,638 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,638 shares
    Change vs previous 13F -1,033 shares

    2.23% of the 13F portfolio, value $3,595,167.

    13F-HR 0002085853-26-000886 filed by Bosman 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 10,671 shares
    Change vs previous 13F +497 shares

    3.48% of the 13F portfolio, value $3,950,084.

    13F-HR 0002085853-26-000549 filed by Bosman 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 10,174 shares
    Change vs previous 13F +357 shares

    4.04% of the 13F portfolio, value $4,920,350.

    13F-HR 0002085853-26-000095 filed by Bosman 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 9,817 shares
    Change vs previous 13F -16 shares

    3.94% of the 13F portfolio, value $5,084,715.

    13F-HR 0002085853-25-000167 filed by Bosman 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 9,833 shares
    Change vs previous 13F +5,335 shares

    4.34% of the 13F portfolio, value $4,891,033.

    13F-HR 0001667731-25-000864 filed by Bosman 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 4,498 shares
    Change vs previous 13F -7,633 shares

    1.71% of the 13F portfolio, value $1,688,504.

    13F-HR 0002066260-25-000002 filed by Bosman 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 12,131 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $5,113,217.

    13F-HR 0002066260-25-000003 filed by Bosman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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