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Disclosery

FSA Wealth Management LLC: MSFT position timeline

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

FSA Wealth Management LLC held 4,053 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,053 shares
    Change vs previous 13F -451 shares

    0.77% of the 13F portfolio, value $2,099,259.

    13F-HR 0001999371-25-017982 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,504 shares
    Change vs previous 13F -197 shares

    0.87% of the 13F portfolio, value $2,240,417.

    13F-HR 0001999371-25-011019 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,701 shares
    Change vs previous 13F +294 shares

    0.75% of the 13F portfolio, value $1,764,574.

    13F-HR 0001999371-25-006263 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,407 shares
    Change vs previous 13F -183 shares

    0.75% of the 13F portfolio, value $1,857,626.

    13F-HR 0001839882-25-009060 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,590 shares
    Change vs previous 13F +109 shares

    0.79% of the 13F portfolio, value $1,975,056.

    13F-HR 0001839882-24-039312 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 4,481 shares
    Change vs previous 13F +123 shares

    0.82% of the 13F portfolio, value $1,885,098.

    13F-HR 0001999371-24-006211 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 4,358 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,639,000.

    13F-HR 0001999371-24-002270 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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