Skip to content
Disclosery

Bright Futures Wealth Management, LLC.: MSFT position timeline

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

Bright Futures Wealth Management, LLC. held 3,100 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,100 shares
    Change vs previous 13F +290 shares

    0.75% of the 13F portfolio, value $1,156,228.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 2,810 shares
    Change vs previous 13F +132 shares

    0.71% of the 13F portfolio, value $1,040,212.

    13F-HR 0001803980-26-000002 filed by Bright Futures 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 2,678 shares
    Change vs previous 13F +70 shares

    0.96% of the 13F portfolio, value $1,295,357.

    13F-HR 0001803980-26-000001 filed by Bright Futures 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 2,608 shares
    Change vs previous 13F +326 shares

    1.06% of the 13F portfolio, value $1,350,708.

    13F-HR 0001803980-25-000007 filed by Bright Futures 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 ended2025-03-31
    13F 2,282 shares
    Change vs previous 13F -448 shares

    0.9% of the 13F portfolio, value $819,386.

    13F-HR 0001803980-25-000002 filed by Bright Futures 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 ended2024-12-31
    13F 2,730 shares
    Change vs previous 13F -3,336 shares

    1.07% of the 13F portfolio, value $1,207,558.

    13F-HR 0001803980-25-000001 filed by Bright Futures 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 ended2024-09-30
    13F 6,066 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,623,634.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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