Skip to content
Disclosery

Elite Wealth Management, Inc.: MSFT position timeline

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

Elite Wealth Management, Inc. held 225,389 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 225,389 shares
    Change vs previous 13F -10,891 shares

    24.91% of the 13F portfolio, value $84,074,662.

    13F-HR 0001622757-26-000004 filed by Elite Wealth Management, Inc.
    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 236,280 shares
    Change vs previous 13F -10,454 shares

    28.39% of the 13F portfolio, value $87,463,733.

    13F-HR 0001622757-26-000003 filed by Elite Wealth Management, Inc.
    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 246,734 shares
    Change vs previous 13F -22,309 shares

    32.49% of the 13F portfolio, value $119,325,375.

    13F-HR 0001622757-26-000002 filed by Elite Wealth Management, Inc.
    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 269,043 shares
    Change vs previous 13F -9,997 shares

    36.06% of the 13F portfolio, value $139,350,911.

    13F-HR 0001622757-25-000008 filed by Elite Wealth Management, Inc.
    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 279,040 shares
    Change vs previous 13F -59,661 shares

    45.65% of the 13F portfolio, value $138,797,388.

    13F-HR 0001622757-25-000004 filed by Elite Wealth Management, Inc.
    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 338,701 shares
    Change vs previous 13F +21,355 shares

    36.57% of the 13F portfolio, value $127,145,126.

    13F-HR 0001622757-25-000003 filed by Elite Wealth Management, Inc.
    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 317,346 shares
    Change vs previous 13F -8,140 shares

    31.29% of the 13F portfolio, value $133,761,225.

    13F-HR 0001622757-25-000002 filed by Elite Wealth Management, Inc.
    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 325,486 shares
    Change vs previous 13F not available

    32.21% of the 13F portfolio, value $140,056,597.

    13F-HR 0001622757-24-000006 filed by Elite Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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