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ELEVATUS WELATH MANAGEMENT: MSFT position timeline

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

ELEVATUS WELATH MANAGEMENT held 28,340 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,340 shares
    Change vs previous 13F +4,573 shares

    2.57% of the 13F portfolio, value $10,571,148.

    13F-HR 0001982776-26-000004 filed by ELEVATUS WELATH MANAGEMENT
    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 23,767 shares
    Change vs previous 13F -16,917 shares

    4.61% of the 13F portfolio, value $8,797,788.

    13F-HR 0001982776-26-000003 filed by ELEVATUS WELATH MANAGEMENT
    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 40,684 shares
    Change vs previous 13F +2,390 shares

    5.38% of the 13F portfolio, value $19,675,797.

    13F-HR 0001982776-26-000001 filed by ELEVATUS WELATH MANAGEMENT
    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 38,294 shares
    Change vs previous 13F +6,175 shares

    5.73% of the 13F portfolio, value $19,834,151.

    13F-HR 0001982776-25-000008 filed by ELEVATUS WELATH MANAGEMENT
    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 32,119 shares
    Change vs previous 13F +11,564 shares

    5.33% of the 13F portfolio, value $15,976,269.

    13F-HR 0001987932-25-000005 filed by ELEVATUS WELATH MANAGEMENT
    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 20,555 shares
    Change vs previous 13F -33,919 shares

    4.37% of the 13F portfolio, value $7,716,163.

    13F-HR 0001982776-25-000003 filed by ELEVATUS WELATH MANAGEMENT
    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 54,474 shares
    Change vs previous 13F +9,999 shares

    7.86% of the 13F portfolio, value $22,960,699.

    13F-HR 0001982776-25-000001 filed by ELEVATUS WELATH MANAGEMENT
    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 44,475 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $19,137,388.

    13F-HR 0001982776-24-000006 filed by ELEVATUS WELATH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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