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EAGLE WEALTH STRATEGIES LLC: MSFT position timeline

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

EAGLE WEALTH STRATEGIES LLC held 7,672 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,672 shares
    Change vs previous 13F +986 shares

    1.09% of the 13F portfolio, value $2,861,850.

    13F-HR 0001951757-26-000962 filed by EAGLE WEALTH STRATEGIES 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 6,686 shares
    Change vs previous 13F +117 shares

    1.09% of the 13F portfolio, value $2,475,027.

    13F-HR 0001951757-26-000565 filed by EAGLE WEALTH STRATEGIES 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 6,569 shares
    Change vs previous 13F -74 shares

    1.48% of the 13F portfolio, value $3,176,927.

    13F-HR 0001951757-26-000006 filed by EAGLE WEALTH STRATEGIES 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 6,643 shares
    Change vs previous 13F +210 shares

    1.71% of the 13F portfolio, value $3,440,605.

    13F-HR 0001951757-25-001331 filed by EAGLE WEALTH STRATEGIES 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 6,433 shares
    Change vs previous 13F -239 shares

    1.79% of the 13F portfolio, value $3,199,898.

    13F-HR 0001951757-25-000881 filed by EAGLE WEALTH STRATEGIES 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 6,672 shares
    Change vs previous 13F +123 shares

    1.54% of the 13F portfolio, value $2,504,509.

    13F-HR 0001951757-25-000342 filed by EAGLE WEALTH STRATEGIES 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 6,549 shares
    Change vs previous 13F +219 shares

    2% of the 13F portfolio, value $2,760,480.

    13F-HR 0001951757-25-000062 filed by EAGLE WEALTH STRATEGIES 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 6,330 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,723,858.

    13F-HR 0001951757-24-000988 filed by EAGLE WEALTH STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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