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Disclosery

Crown Wealth Group, LLC: MSFT position timeline

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

Crown Wealth Group, LLC held 25,392 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,392 shares
    Change vs previous 13F +1,304 shares

    2.41% of the 13F portfolio, value $9,471,586.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 24,088 shares
    Change vs previous 13F +1,067 shares

    2.62% of the 13F portfolio, value $8,916,602.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 23,021 shares
    Change vs previous 13F +314 shares

    3.11% of the 13F portfolio, value $11,133,509.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 22,707 shares
    Change vs previous 13F +380 shares

    3.53% of the 13F portfolio, value $11,760,996.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 22,327 shares
    Change vs previous 13F +51 shares

    4.17% of the 13F portfolio, value $11,105,483.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 22,276 shares
    Change vs previous 13F -91 shares

    4.34% of the 13F portfolio, value $8,362,313.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 22,367 shares
    Change vs previous 13F -5 shares

    3.84% of the 13F portfolio, value $9,427,580.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, 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 22,372 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $9,626,842.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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