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ENTREWEALTH, LLC: MSFT position timeline

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

ENTREWEALTH, LLC held 5,098 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 5,098 shares
    Change vs previous 13F +2,885 shares

    0.94% of the 13F portfolio, value $2,548,044.

    13F-HR 0001941040-26-000601 filed by ENTREWEALTH, 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 2,213 shares
    Change vs previous 13F +223 shares

    0.37% of the 13F portfolio, value $819,020.

    13F-HR 0001941040-26-000368 filed by ENTREWEALTH, 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 1,990 shares
    Change vs previous 13F +312 shares

    0.36% of the 13F portfolio, value $798,338.

    13F-HR 0001941040-26-000157 filed by ENTREWEALTH, 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 1,678 shares
    Change vs previous 13F -83 shares

    0.45% of the 13F portfolio, value $869,000.

    13F-HR 0001941040-25-000638 filed by ENTREWEALTH, 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 1,761 shares
    Change vs previous 13F +15 shares

    0.61% of the 13F portfolio, value $876,073.

    13F-HR 0001941040-25-000427 filed by ENTREWEALTH, 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 1,746 shares
    Change vs previous 13F +841 shares

    0.5% of the 13F portfolio, value $655,491.

    13F-HR 0001941040-25-000308 filed by ENTREWEALTH, 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 905 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $380,666.

    13F-HR 0001941040-25-000103 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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