Buckley Wealth Management, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buckley Wealth Management, LLC on MSFT, newest first. How the timeline and the estimate are built.
Buckley Wealth Management, LLC held 72,104 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 72,104 sharesChange vs previous 13F +2,310 shares
6.65% of the 13F portfolio, value $26,895,677.
13F-HR 0001172661-26-003164 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 69,794 sharesChange vs previous 13F +1,795 shares
6.59% of the 13F portfolio, value $25,836,226.
13F-HR 0001172661-26-001762 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 67,999 sharesChange vs previous 13F -193 shares
8.72% of the 13F portfolio, value $32,885,676.
13F-HR 0001172661-26-000641 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 68,192 sharesChange vs previous 13F -1,092 shares
9.67% of the 13F portfolio, value $35,320,046.
13F-HR 0001172661-25-004929 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,284 sharesChange vs previous 13F -2,292 shares
10.31% of the 13F portfolio, value $34,462,554.
13F-HR 0001172661-25-002989 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 71,576 sharesChange vs previous 13F +1,102 shares
8.36% of the 13F portfolio, value $26,868,915.
13F-HR 0001172661-25-002084 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 70,474 sharesChange vs previous 13F -457 shares
9.09% of the 13F portfolio, value $29,704,791.
13F-HR 0001730126-25-000003 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 70,931 sharesChange vs previous 13F not available
9.4% of the 13F portfolio, value $30,521,609.
13F-HR 0001085146-24-004994 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).