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Disclosery

Fourth Dimension Wealth, LLC: MSFT position timeline

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

Fourth Dimension Wealth, LLC held 7,563 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,563 shares
    Change vs previous 13F +828 shares

    0.89% of the 13F portfolio, value $2,821,150.

    13F-HR 0002056691-26-000003 filed by Fourth Dimension 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 6,735 shares
    Change vs previous 13F -233 shares

    0.95% of the 13F portfolio, value $2,493,169.

    13F-HR 0002056691-26-000002 filed by Fourth Dimension 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 6,968 shares
    Change vs previous 13F -106 shares

    1.23% of the 13F portfolio, value $3,369,857.

    13F-HR 0002056691-26-000001 filed by Fourth Dimension 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 7,074 shares
    Change vs previous 13F -75 shares

    1.4% of the 13F portfolio, value $3,664,058.

    13F-HR 0002056691-25-000006 filed by Fourth Dimension 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 7,149 shares
    Change vs previous 13F +159 shares

    1.5% of the 13F portfolio, value $3,555,850.

    13F-HR 0002056691-25-000004 filed by Fourth Dimension Wealth, LLC
    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 6,990 shares
    Change vs previous 13F +2,297 shares

    1.27% of the 13F portfolio, value $2,624,133.

    13F-HR 0002056691-25-000002 filed by Fourth Dimension 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 4,693 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,999,347.

    13F-HR 0002056691-25-000001 filed by Fourth Dimension Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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