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Councilor Wealth, LLC: MSFT position timeline

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

Councilor Wealth, LLC held 1,720 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,720 shares
    Change vs previous 13F -155 shares

    0.36% of the 13F portfolio, value $882,341.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,875 shares
    Change vs previous 13F +216 shares

    0.28% of the 13F portfolio, value $699,740.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 1,659 shares
    Change vs previous 13F -83 shares

    0.3% of the 13F portfolio, value $614,234.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,742 shares
    Change vs previous 13F -1,059 shares

    0.4% of the 13F portfolio, value $842,851.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,801 shares
    Change vs previous 13F -607 shares

    0.67% of the 13F portfolio, value $1,450,762.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,408 shares
    Change vs previous 13F +4 shares

    0.79% of the 13F portfolio, value $1,695,501.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,404 shares
    Change vs previous 13F +233 shares

    0.64% of the 13F portfolio, value $1,278,084.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,171 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,336,824.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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