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Coquina Private Wealth LLC: MSFT position timeline

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

Coquina Private Wealth LLC held 5,874 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,874 shares
    Change vs previous 13F +47 shares

    1.49% of the 13F portfolio, value $2,191,262.

    13F-HR 0002063364-26-000230 filed by Coquina Private Wealth 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 5,827 shares
    Change vs previous 13F +194 shares

    1.73% of the 13F portfolio, value $2,156,906.

    13F-HR 0002063364-26-000147 filed by Coquina Private Wealth 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 5,633 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $2,724,371.

    13F-HR 0002063364-26-000040 filed by Coquina Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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