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Elk River Wealth Management LLC: MSFT position timeline

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

Elk River Wealth Management LLC held 47,087 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,087 shares
    Change vs previous 13F -3,522 shares

    2.8% of the 13F portfolio, value $17,564,280.

    13F-HR 0001951757-26-001253 filed by Elk River 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 50,609 shares
    Change vs previous 13F +111 shares

    3.11% of the 13F portfolio, value $18,733,777.

    13F-HR 0001951757-26-000635 filed by Elk River 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 50,498 shares
    Change vs previous 13F -1,212 shares

    3.92% of the 13F portfolio, value $24,399,596.

    13F-HR 0001951757-26-000383 filed by Elk River 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 51,710 shares
    Change vs previous 13F -443 shares

    4.29% of the 13F portfolio, value $26,783,194.

    13F-HR 0001951757-25-001188 filed by Elk River 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 52,153 shares
    Change vs previous 13F -447 shares

    4.46% of the 13F portfolio, value $25,941,424.

    13F-HR 0001951757-25-000614 filed by Elk River 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 52,600 shares
    Change vs previous 13F -32 shares

    3.7% of the 13F portfolio, value $19,745,514.

    13F-HR 0001951757-25-000297 filed by Elk River 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 52,632 shares
    Change vs previous 13F -466 shares

    4.02% of the 13F portfolio, value $22,184,388.

    13F-HR 0001951757-25-000164 filed by Elk River 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 53,098 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $22,848,069.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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