DAYMARK WEALTH PARTNERS, LLC: MSFT position timeline

DAYMARK WEALTH PARTNERS, LLC held 332,878 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 332,878 shares

   Change vs previous 13F +29,072 shares

   3.03% of the 13F portfolio, value $124,170,070.

   13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 303,806 shares

   Change vs previous 13F +9,448 shares

   3.54% of the 13F portfolio, value $112,459,817.

   13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 294,358 shares

   Change vs previous 13F -1,165 shares

   4.54% of the 13F portfolio, value $142,357,553.

   13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 295,523 shares

   Change vs previous 13F -2,305 shares

   5.2% of the 13F portfolio, value $153,066,329.

   13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 297,828 shares

   Change vs previous 13F -3,353 shares

   5.64% of the 13F portfolio, value $148,142,540.

   13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 301,181 shares

   Change vs previous 13F -92,292 shares

   4.86% of the 13F portfolio, value $113,060,315.

   13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F/A 393,473 shares

   Change vs previous 13F +1,087 shares

   5.32% of the 13F portfolio, value $125,901,478.

   13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 392,386 shares

   Change vs previous 13F not available

   5.42% of the 13F portfolio, value $128,060,326.

   13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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