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Disclosery

Facet Wealth, Inc.: MSFT position timeline

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

Facet Wealth, Inc. held 35,134 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,134 shares
    Change vs previous 13F +4,121 shares

    0.19% of the 13F portfolio, value $13,105,578.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, 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 31,013 shares
    Change vs previous 13F +8,394 shares

    0.2% of the 13F portfolio, value $11,480,020.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, 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 22,619 shares
    Change vs previous 13F +10,172 shares

    0.19% of the 13F portfolio, value $10,893,970.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, 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 12,447 shares
    Change vs previous 13F +2,133 shares

    0.13% of the 13F portfolio, value $6,447,077.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, 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 10,314 shares
    Change vs previous 13F +4,963 shares

    0.13% of the 13F portfolio, value $5,502,646.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, 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 5,351 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $2,333,740.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, 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 5,242 shares
    Change vs previous 13F -1,858 shares

    0.06% of the 13F portfolio, value $2,147,786.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, 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 7,100 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,913,639.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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