Skip to content
Disclosery

Dodds Wealth, LLC: MSFT position timeline

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

Dodds Wealth, LLC held 1,899 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,899 shares
    Change vs previous 13F +101 shares

    0.16% of the 13F portfolio, value $708,413.

    13F-HR 0001973728-26-000004 filed by Dodds 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 1,798 shares
    Change vs previous 13F -46 shares

    0.16% of the 13F portfolio, value $665,431.

    13F-HR 0001973728-26-000003 filed by Dodds 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 1,844 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $892,037.

    13F-HR 0001973728-26-000002 filed by Dodds 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 1,844 shares
    Change vs previous 13F +11 shares

    0.24% of the 13F portfolio, value $954,858.

    13F-HR 0001973728-25-000007 filed by Dodds 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 1,833 shares
    Change vs previous 13F +25 shares

    0.24% of the 13F portfolio, value $911,931.

    13F-HR 0001973728-25-000005 filed by Dodds 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 1,808 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $678,771.

    13F-HR 0001973728-25-000003 filed by Dodds 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 1,820 shares
    Change vs previous 13F -50 shares

    0.26% of the 13F portfolio, value $812,060.

    13F-HR 0001973728-25-000001 filed by Dodds 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 1,870 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $777,509.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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