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Bradley & Co. Private Wealth Management, LLC: MSFT position timeline

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

Bradley & Co. Private Wealth Management, LLC held 25,828 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 25,828 shares
    Change vs previous 13F +795 shares

    4.59% of the 13F portfolio, value $9,634,536.

    13F-HR 0001861678-26-000004 filed by Bradley & Co. Private 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 25,033 shares
    Change vs previous 13F +2,480 shares

    4.88% of the 13F portfolio, value $9,266,468.

    13F-HR 0001861678-26-000002 filed by Bradley & Co. Private 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 22,553 shares
    Change vs previous 13F -494 shares

    5.85% of the 13F portfolio, value $10,907,501.

    13F-HR 0001861678-26-000001 filed by Bradley & Co. Private 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 23,047 shares
    Change vs previous 13F -392 shares

    6.61% of the 13F portfolio, value $11,937,610.

    13F-HR 0001861678-25-000006 filed by Bradley & Co. Private 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 23,439 shares
    Change vs previous 13F -141 shares

    7.14% of the 13F portfolio, value $11,659,162.

    13F-HR 0001861678-25-000005 filed by Bradley & Co. Private 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 23,580 shares
    Change vs previous 13F -1,211 shares

    6.04% of the 13F portfolio, value $8,851,931.

    13F-HR 0001861678-25-000002 filed by Bradley & Co. Private 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 24,791 shares
    Change vs previous 13F not available

    6.52% of the 13F portfolio, value $10,449,714.

    13F-HR 0001861678-25-000001 filed by Bradley & Co. Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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