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Daner Wealth Management, LLC: MSFT position timeline

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

Daner Wealth Management, LLC held 1,134 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,134 shares
    Change vs previous 13F +27 shares

    0.31% of the 13F portfolio, value $563,540.

    13F-HR 0001956649-26-000003 filed by Daner Wealth Management, 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 1,107 shares
    Change vs previous 13F -81 shares

    0.27% of the 13F portfolio, value $451,370.

    13F-HR 0001956649-26-000002 filed by Daner Wealth Management, 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 1,188 shares
    Change vs previous 13F +151 shares

    0.3% of the 13F portfolio, value $490,899.

    13F-HR 0001956649-26-000001 filed by Daner Wealth Management, 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 1,037 shares
    Change vs previous 13F +107 shares

    0.35% of the 13F portfolio, value $532,388.

    13F-HR 0001956649-25-000006 filed by Daner Wealth Management, 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 930 shares
    Change vs previous 13F +424 shares

    0.34% of the 13F portfolio, value $492,421.

    13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 506 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $210,041.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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