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EVOLUTION WEALTH MANAGEMENT INC.: MSFT position timeline

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

EVOLUTION WEALTH MANAGEMENT INC. held 3,484 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,484 shares
    Change vs previous 13F +117 shares

    0.76% of the 13F portfolio, value $1,299,729.

    13F-HR 0002010029-26-000004 filed by EVOLUTION 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 3,367 shares
    Change vs previous 13F +1,198 shares

    0.91% of the 13F portfolio, value $1,246,451.

    13F-HR 0002010029-26-000003 filed by EVOLUTION 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 2,169 shares
    Change vs previous 13F +246 shares

    0.87% of the 13F portfolio, value $1,048,877.

    13F-HR 0002010029-26-000001 filed by EVOLUTION 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/A 1,923 shares
    Change vs previous 13F -7 shares

    1.02% of the 13F portfolio, value $996,030.

    13F-HR/A 0002010029-26-000002 filed by EVOLUTION 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 1,930 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $960,056.

    13F-HR 0002010029-25-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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