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Disclosery

Challenger Wealth Management: MSFT position timeline

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

Challenger Wealth Management held 8,156 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 8,156 shares
    Change vs previous 13F -261 shares

    2.24% of the 13F portfolio, value $3,042,175.

    13F-HR 0002057602-26-000003 filed by Challenger 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 8,417 shares
    Change vs previous 13F -171 shares

    2.49% of the 13F portfolio, value $3,115,841.

    13F-HR 0002057602-26-000002 filed by Challenger 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 8,588 shares
    Change vs previous 13F -38 shares

    3.17% of the 13F portfolio, value $4,153,323.

    13F-HR 0002057602-26-000001 filed by Challenger 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 8,626 shares
    Change vs previous 13F -753 shares

    3.49% of the 13F portfolio, value $4,467,850.

    13F-HR 0002057602-25-000006 filed by Challenger 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 9,379 shares
    Change vs previous 13F -202 shares

    3.24% of the 13F portfolio, value $4,665,162.

    13F-HR 0002057602-25-000004 filed by Challenger 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 9,581 shares
    Change vs previous 13F -1,492 shares

    2.85% of the 13F portfolio, value $3,596,529.

    13F-HR 0002057602-25-000003 filed by Challenger 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 11,073 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $4,667,343.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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