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Brown Miller Wealth Management, LLC: MSFT position timeline

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

Brown Miller Wealth Management, LLC held 43,213 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,213 shares
    Change vs previous 13F +637 shares

    4.06% of the 13F portfolio, value $16,119,267.

    13F-HR 0001840084-26-000004 filed by Brown Miller 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 42,576 shares
    Change vs previous 13F +1,616 shares

    4.48% of the 13F portfolio, value $15,760,093.

    13F-HR 0001840084-26-000002 filed by Brown Miller 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 40,960 shares
    Change vs previous 13F +115 shares

    5.47% of the 13F portfolio, value $19,808,805.

    13F-HR 0001840084-26-000001 filed by Brown Miller 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 40,845 shares
    Change vs previous 13F +340 shares

    6% of the 13F portfolio, value $21,155,536.

    13F-HR 0001840084-25-000015 filed by Brown Miller 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 40,505 shares
    Change vs previous 13F +37 shares

    6.26% of the 13F portfolio, value $20,147,232.

    13F-HR 0001840084-25-000013 filed by Brown Miller 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 40,468 shares
    Change vs previous 13F +2,229 shares

    5.26% of the 13F portfolio, value $15,191,004.

    13F-HR 0001840084-25-000010 filed by Brown Miller 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 38,239 shares
    Change vs previous 13F -531 shares

    6.18% of the 13F portfolio, value $16,117,820.

    13F-HR 0001840084-25-000001 filed by Brown Miller Wealth Management, 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/A 38,770 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $16,682,840.

    13F-HR/A 0001840084-25-000002 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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