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
- period ended2026-09-3013F 1,720 sharesChange 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 - period ended2026-06-3013F 1,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,659 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,742 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,801 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,408 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,404 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,171 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).