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Disclosery

Fidato Wealth LLC: MSFT position timeline

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

Fidato Wealth LLC held 550 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 550 shares
    Change vs previous 13F -105 shares

    0.12% of the 13F portfolio, value $205,161.

    13F-HR 0001172661-26-003019 filed by Fidato Wealth 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 655 shares
    Change vs previous 13F +114 shares

    0.16% of the 13F portfolio, value $242,461.

    13F-HR 0001711360-26-000003 filed by Fidato Wealth 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 541 shares
    Change vs previous 13F -5 shares

    0.17% of the 13F portfolio, value $261,638.

    13F-HR 0001711360-26-000001 filed by Fidato Wealth 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 546 shares
    Change vs previous 13F +546 shares

    0.19% of the 13F portfolio, value $282,801.

    13F-HR 0001711360-25-000007 filed by Fidato Wealth 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 0 shares
    Change vs previous 13F -4,625 shares

    13F-HR 0001711360-25-000004 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 4,625 shares
    Change vs previous 13F +15 shares

    1.33% of the 13F portfolio, value $1,736,179.

    13F-HR 0001711360-25-000003 filed by Fidato Wealth 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 4,610 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,943,115.

    13F-HR 0001711360-25-000001 filed by Fidato Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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