Finer Wealth Management, Inc.: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Finer Wealth Management, Inc. on MSFT, newest first. How the timeline and the estimate are built.
Finer Wealth Management, Inc. held 32,062 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 32,062 sharesChange vs previous 13F -97 shares
5.34% of the 13F portfolio, value $11,959,720.
13F-HR 0001929071-26-000004 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,159 sharesChange vs previous 13F -263 shares
6.01% of the 13F portfolio, value $11,904,271.
13F-HR 0001929071-26-000002 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,422 sharesChange vs previous 13F +2,834 shares
7.59% of the 13F portfolio, value $15,679,729.
13F-HR 0001929071-26-000001 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,588 sharesChange vs previous 13F +79 shares
7.64% of the 13F portfolio, value $15,325,215.
13F-HR 0001929071-25-000002 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,509 sharesChange vs previous 13F -127 shares
7.85% of the 13F portfolio, value $14,678,252.
13F-HR 0001221073-25-000078 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,636 sharesChange vs previous 13F +174 shares
6.67% of the 13F portfolio, value $11,125,200.
13F-HR 0001221073-25-000054 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,462 sharesChange vs previous 13F +662 shares
7.12% of the 13F portfolio, value $12,418,069.
13F-HR 0001221073-25-000035 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,800 sharesChange vs previous 13F not available
7.65% of the 13F portfolio, value $12,392,565.
13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).