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Focused Wealth Management, Inc: MSFT position timeline

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

Focused Wealth Management, Inc held 22,779 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,779 shares
    Change vs previous 13F +1,954 shares

    0.75% of the 13F portfolio, value $8,497,093.

    13F-HR 0002085853-26-000947 filed by Focused 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 20,825 shares
    Change vs previous 13F +9,042 shares

    0.81% of the 13F portfolio, value $7,708,906.

    13F-HR 0002085853-26-000415 filed by Focused 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 11,783 shares
    Change vs previous 13F +352 shares

    0.61% of the 13F portfolio, value $5,698,654.

    13F-HR 0002085853-26-000135 filed by Focused 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 11,431 shares
    Change vs previous 13F -273 shares

    0.64% of the 13F portfolio, value $5,920,752.

    13F-HR 0002085853-25-000057 filed by Focused 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 11,704 shares
    Change vs previous 13F +329 shares

    0.71% of the 13F portfolio, value $5,821,810.

    13F-HR 0001667731-25-000798 filed by Focused 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 11,375 shares
    Change vs previous 13F +1,168 shares

    0.58% of the 13F portfolio, value $4,270,029.

    13F-HR 0001667731-25-000566 filed by Focused 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 10,207 shares
    Change vs previous 13F +1 shares

    0.58% of the 13F portfolio, value $4,302,343.

    13F-HR 0001667731-25-000144 filed by Focused 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 10,206 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,391,440.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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