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Fingerlakes Wealth Management, Inc.: MSFT position timeline

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

Fingerlakes Wealth Management, Inc. held 8,909 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,909 shares
    Change vs previous 13F +18 shares

    1.79% of the 13F portfolio, value $3,323,089.

    13F-HR 0001910248-26-000003 filed by Fingerlakes 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 8,891 shares
    Change vs previous 13F -20 shares

    2.18% of the 13F portfolio, value $3,291,323.

    13F-HR 0001910248-26-000002 filed by Fingerlakes 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 8,911 shares
    Change vs previous 13F -12 shares

    2.74% of the 13F portfolio, value $4,309,776.

    13F-HR 0001910248-26-000001 filed by Fingerlakes 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 8,923 shares
    Change vs previous 13F +3,817 shares

    3.01% of the 13F portfolio, value $4,621,537.

    13F-HR 0001910248-25-000002 filed by Fingerlakes 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 5,106 shares
    Change vs previous 13F -16 shares

    1.9% of the 13F portfolio, value $2,539,893.

    13F-HR 0001085146-25-004321 filed by Fingerlakes Wealth Management, 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 5,122 shares
    Change vs previous 13F -142 shares

    1.64% of the 13F portfolio, value $1,922,861.

    13F-HR 0001085146-25-002504 filed by Fingerlakes Wealth Management, 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 5,264 shares
    Change vs previous 13F -46 shares

    1.79% of the 13F portfolio, value $2,218,568.

    13F-HR 0001085146-25-000672 filed by Fingerlakes Wealth Management, 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 5,310 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,284,847.

    13F-HR 0001085146-24-005248 filed by Fingerlakes Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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