Skip to content
Disclosery

Chung Wu Investment Group, LLC: MSFT position timeline

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

Chung Wu Investment Group, LLC held 16,054 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,054 shares
    Change vs previous 13F -120 shares

    3.94% of the 13F portfolio, value $5,988,463.

    13F-HR 0002054278-26-000003 filed by Chung Wu Investment 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 16,174 shares
    Change vs previous 13F -578 shares

    5.16% of the 13F portfolio, value $5,987,130.

    13F-HR 0002054278-26-000002 filed by Chung Wu Investment 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 16,752 shares
    Change vs previous 13F +190 shares

    6.63% of the 13F portfolio, value $8,101,602.

    13F-HR 0002054278-26-000001 filed by Chung Wu Investment 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 16,562 shares
    Change vs previous 13F 0 shares

    7.14% of the 13F portfolio, value $8,578,288.

    13F-HR 0002054278-25-000005 filed by Chung Wu Investment 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 16,562 shares
    Change vs previous 13F -740 shares

    8.59% of the 13F portfolio, value $8,238,104.

    13F-HR 0002054278-25-000003 filed by Chung Wu Investment 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 17,302 shares
    Change vs previous 13F -460 shares

    7.76% of the 13F portfolio, value $6,494,998.

    13F-HR 0001085146-25-002297 filed by Chung Wu Investment 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 17,762 shares
    Change vs previous 13F not available

    7.54% of the 13F portfolio, value $7,486,683.

    13F-HR 0001085146-25-000872 filed by Chung Wu Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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