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Bulltick Wealth Management, LLC: MSFT position timeline

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

Bulltick Wealth Management, LLC held 55,816 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 55,816 shares
    Change vs previous 13F +6,513 shares

    4.25% of the 13F portfolio, value $20,820,484.

    13F-HR 0001214659-26-009198 filed by Bulltick 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 49,303 shares
    Change vs previous 13F +23,503 shares

    4.03% of the 13F portfolio, value $18,250,492.

    13F-HR 0001214659-26-005091 filed by Bulltick 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 25,800 shares
    Change vs previous 13F +2,536 shares

    2.65% of the 13F portfolio, value $12,477,396.

    13F-HR 0001214659-26-001829 filed by Bulltick 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 23,264 shares
    Change vs previous 13F -1,209 shares

    2.85% of the 13F portfolio, value $12,049,589.

    13F-HR 0001214659-25-016371 filed by Bulltick 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 24,473 shares
    Change vs previous 13F -3,133 shares

    3% of the 13F portfolio, value $12,173,115.

    13F-HR 0001214659-25-011768 filed by Bulltick 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 27,606 shares
    Change vs previous 13F -4,024 shares

    2.75% of the 13F portfolio, value $10,363,016.

    13F-HR 0001214659-25-007420 filed by Bulltick 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 31,630 shares
    Change vs previous 13F +1,434 shares

    3.14% of the 13F portfolio, value $13,332,045.

    13F-HR 0001214659-25-002631 filed by Bulltick 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 30,196 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $12,993,339.

    13F-HR 0001214659-24-019059 filed by Bulltick Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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