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CMH Wealth Management LLC: MSFT position timeline

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

CMH Wealth Management LLC held 74,289 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,289 shares
    Change vs previous 13F -269 shares

    4.23% of the 13F portfolio, value $27,711,186.

    13F-HR 0001657516-26-000004 filed by CMH 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 74,558 shares
    Change vs previous 13F +20,374 shares

    4.74% of the 13F portfolio, value $27,599,039.

    13F-HR 0001657516-26-000003 filed by CMH 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 54,184 shares
    Change vs previous 13F +923 shares

    5.61% of the 13F portfolio, value $26,204,467.

    13F-HR 0001657516-26-000001 filed by CMH 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 53,261 shares
    Change vs previous 13F -1,380 shares

    5.88% of the 13F portfolio, value $27,586,535.

    13F-HR 0001657516-25-000008 filed by CMH 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 54,641 shares
    Change vs previous 13F -12,334 shares

    6.33% of the 13F portfolio, value $27,178,980.

    13F-HR 0001657516-25-000004 filed by CMH 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 66,975 shares
    Change vs previous 13F -1,950 shares

    6.3% of the 13F portfolio, value $25,141,745.

    13F-HR 0001657516-25-000003 filed by CMH 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 68,925 shares
    Change vs previous 13F +594 shares

    6.65% of the 13F portfolio, value $29,051,888.

    13F-HR 0001657516-25-000002 filed by CMH 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 68,331 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $29,402,830.

    13F-HR 0001657516-24-000008 filed by CMH Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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