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Factor Wealth Management LTD: MSFT position timeline

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

Factor Wealth Management LTD held 2,308 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,308 shares
    Change vs previous 13F -1,900 shares

    0.18% of the 13F portfolio, value $1,183,872.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,208 shares
    Change vs previous 13F -840 shares

    0.24% of the 13F portfolio, value $1,569,740.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,048 shares
    Change vs previous 13F +246 shares

    0.35% of the 13F portfolio, value $1,868,689.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,802 shares
    Change vs previous 13F -383 shares

    0.5% of the 13F portfolio, value $2,322,436.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,185 shares
    Change vs previous 13F +201 shares

    0.67% of the 13F portfolio, value $2,685,670.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,984 shares
    Change vs previous 13F +407 shares

    0.68% of the 13F portfolio, value $2,479,187.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,577 shares
    Change vs previous 13F -7 shares

    0.53% of the 13F portfolio, value $1,718,232.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,584 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,932,237.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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