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Disclosery

Commonwealth Financial Services, LLC: MSFT position timeline

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

Commonwealth Financial Services, LLC held 20,595 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,595 shares
    Change vs previous 13F +4,264 shares

    0.86% of the 13F portfolio, value $6,391,652.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial Services, 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 16,331 shares
    Change vs previous 13F -3,462 shares

    0.96% of the 13F portfolio, value $6,045,101.

    13F-HR 0001536755-26-000005 filed by Commonwealth Financial Services, 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 19,793 shares
    Change vs previous 13F +325 shares

    1.58% of the 13F portfolio, value $9,572,458.

    13F-HR 0001536755-26-000003 filed by Commonwealth Financial Services, 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 19,468 shares
    Change vs previous 13F -2,391 shares

    1.73% of the 13F portfolio, value $10,083,370.

    13F-HR 0001536755-25-000015 filed by Commonwealth Financial Services, 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 21,859 shares
    Change vs previous 13F +244 shares

    2.09% of the 13F portfolio, value $10,873,086.

    13F-HR 0001536755-25-000010 filed by Commonwealth Financial Services, 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 21,615 shares
    Change vs previous 13F -10 shares

    1.66% of the 13F portfolio, value $8,114,032.

    13F-HR 0001536755-25-000007 filed by Commonwealth Financial Services, 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 21,625 shares
    Change vs previous 13F +1,470 shares

    1.79% of the 13F portfolio, value $9,115,095.

    13F-HR 0001536755-25-000003 filed by Commonwealth Financial Services, 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 20,155 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $8,478,962.

    13F-HR 0001536755-24-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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