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Buck Wealth Strategies, LLC: MSFT position timeline

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

Buck Wealth Strategies, LLC held 49,801 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,801 shares
    Change vs previous 13F +4,070 shares

    1.94% of the 13F portfolio, value $18,576,765.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 45,731 shares
    Change vs previous 13F +8,172 shares

    2.09% of the 13F portfolio, value $16,928,372.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 37,559 shares
    Change vs previous 13F +2,258 shares

    2.31% of the 13F portfolio, value $18,164,266.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 35,301 shares
    Change vs previous 13F +853 shares

    2.51% of the 13F portfolio, value $18,284,161.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 34,448 shares
    Change vs previous 13F +3,380 shares

    2.61% of the 13F portfolio, value $17,134,659.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 31,068 shares
    Change vs previous 13F +4,466 shares

    2.12% of the 13F portfolio, value $11,662,501.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 26,602 shares
    Change vs previous 13F +7,514 shares

    2.33% of the 13F portfolio, value $11,212,722.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, 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 19,088 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $8,214,314.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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