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CFO4Life Group, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on MSFT, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 40,999 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,999 shares
    Change vs previous 13F -933 shares

    2.06% of the 13F portfolio, value $15,293,280.

    13F-HR 0001765380-26-000360 filed by CFO4Life Group, 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 41,932 shares
    Change vs previous 13F -3,680 shares

    2.37% of the 13F portfolio, value $15,521,906.

    13F-HR 0001765380-26-000199 filed by CFO4Life Group, 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 45,612 shares
    Change vs previous 13F -1,539 shares

    3.14% of the 13F portfolio, value $22,059,087.

    13F-HR 0001765380-26-000075 filed by CFO4Life Group, 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 47,151 shares
    Change vs previous 13F +5,567 shares

    3.55% of the 13F portfolio, value $24,421,813.

    13F-HR 0001765380-25-000451 filed by CFO4Life Group, 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 41,584 shares
    Change vs previous 13F +771 shares

    3.23% of the 13F portfolio, value $20,684,207.

    13F-HR 0001765380-25-000315 filed by CFO4Life Group, 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 40,813 shares
    Change vs previous 13F +104 shares

    2.58% of the 13F portfolio, value $15,320,914.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, 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 40,709 shares
    Change vs previous 13F +400 shares

    3.01% of the 13F portfolio, value $17,159,047.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, 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 40,309 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $17,344,948.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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