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Cove Private Wealth, LLC: MSFT position timeline

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

Cove Private Wealth, LLC held 64,700 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,700 shares
    Change vs previous 13F +7,255 shares

    4.66% of the 13F portfolio, value $24,134,394.

    13F-HR 0001172661-26-002962 filed by Cove 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 57,445 shares
    Change vs previous 13F +8,312 shares

    4.83% of the 13F portfolio, value $21,264,416.

    13F-HR 0001172661-26-001836 filed by Cove 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 49,133 shares
    Change vs previous 13F +2,592 shares

    7.08% of the 13F portfolio, value $23,761,701.

    13F-HR 0001172661-26-000294 filed by Cove Private 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 ended2025-09-30
    13F 46,541 shares
    Change vs previous 13F +50 shares

    7.64% of the 13F portfolio, value $24,105,911.

    13F-HR 0001172661-25-004603 filed by Cove Private 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 ended2025-06-30
    13F 46,491 shares
    Change vs previous 13F +11,197 shares

    8.15% of the 13F portfolio, value $23,125,088.

    13F-HR 0001172661-25-002622 filed by Cove Private 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 ended2025-03-31
    13F 35,294 shares
    Change vs previous 13F +5,325 shares

    6.97% of the 13F portfolio, value $13,249,015.

    13F-HR 0001172661-25-001698 filed by Cove Private 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 ended2024-12-31
    13F 29,969 shares
    Change vs previous 13F +4,696 shares

    7.59% of the 13F portfolio, value $12,631,934.

    13F-HR 0001172661-25-000218 filed by Cove Private 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 ended2024-09-30
    13F 25,273 shares
    Change vs previous 13F not available

    8.44% of the 13F portfolio, value $10,874,972.

    13F-HR 0001172661-24-004364 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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