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Disclosery

Element Wealth, LLC: MSFT position timeline

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

Element Wealth, LLC held 3,828 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 3,828 shares
    Change vs previous 13F -757 shares

    0.54% of the 13F portfolio, value $1,427,960.

    13F-HR 0001398344-26-014580 filed by Element 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 4,585 shares
    Change vs previous 13F -58 shares

    0.7% of the 13F portfolio, value $1,697,344.

    13F-HR 0001398344-26-008170 filed by Element 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 4,643 shares
    Change vs previous 13F +374 shares

    0.93% of the 13F portfolio, value $2,245,336.

    13F-HR 0001398344-26-003058 filed by Element 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 4,269 shares
    Change vs previous 13F +25 shares

    0.96% of the 13F portfolio, value $2,211,125.

    13F-HR 0001398344-25-019962 filed by Element 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 4,244 shares
    Change vs previous 13F +1,095 shares

    0.97% of the 13F portfolio, value $2,111,230.

    13F-HR 0001398344-25-013585 filed by Element 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 3,149 shares
    Change vs previous 13F -116 shares

    0.63% of the 13F portfolio, value $1,182,032.

    13F-HR 0001398344-25-008003 filed by Element 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 3,265 shares
    Change vs previous 13F +20 shares

    0.72% of the 13F portfolio, value $1,376,073.

    13F-HR 0001398344-25-001751 filed by Element 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 3,245 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,396,317.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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