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Centric Wealth Management: MSFT position timeline

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

Centric Wealth Management held 20,794 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,794 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $8,600,749.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 20,794 shares
    Change vs previous 13F +324 shares

    1.72% of the 13F portfolio, value $8,600,749.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 20,470 shares
    Change vs previous 13F +823 shares

    1.83% of the 13F portfolio, value $8,666,567.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 19,647 shares
    Change vs previous 13F +531 shares

    2.26% of the 13F portfolio, value $10,173,234.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 19,116 shares
    Change vs previous 13F +622 shares

    2.38% of the 13F portfolio, value $9,979,392.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 18,494 shares
    Change vs previous 13F +1,404 shares

    1.82% of the 13F portfolio, value $6,942,515.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 17,090 shares
    Change vs previous 13F +934 shares

    1.95% of the 13F portfolio, value $7,203,515.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 16,156 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $6,788,534.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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