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Disclosery

Edge Wealth Management LLC: MSFT position timeline

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

Edge Wealth Management LLC held 78,332 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 78,332 shares
    Change vs previous 13F -210 shares

    4.92% of the 13F portfolio, value $29,219,228.

    13F-HR 0001567163-26-000005 filed by Edge 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 78,542 shares
    Change vs previous 13F -3,724 shares

    4.97% of the 13F portfolio, value $29,073,806.

    13F-HR 0001567163-26-000003 filed by Edge 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 82,266 shares
    Change vs previous 13F -592 shares

    7.02% of the 13F portfolio, value $39,785,494.

    13F-HR 0001567163-26-000001 filed by Edge 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 82,858 shares
    Change vs previous 13F -59 shares

    7.6% of the 13F portfolio, value $42,916,462.

    13F-HR 0001085146-25-005929 filed by Edge 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 82,917 shares
    Change vs previous 13F +689 shares

    7.96% of the 13F portfolio, value $41,350,987.

    13F-HR 0001085146-25-003784 filed by Edge 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 ended2025-03-31
    13F 82,228 shares
    Change vs previous 13F +759 shares

    6.26% of the 13F portfolio, value $30,867,575.

    13F-HR 0001085146-25-002050 filed by Edge Wealth Management 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 81,469 shares
    Change vs previous 13F -2,362 shares

    6.95% of the 13F portfolio, value $34,339,262.

    13F-HR 0001085146-25-000220 filed by Edge Wealth Management 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 83,831 shares
    Change vs previous 13F not available

    7.24% of the 13F portfolio, value $36,057,598.

    13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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