Skip to content
Disclosery

GENTRY PRIVATE WEALTH, LLC: MSFT position timeline

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

GENTRY PRIVATE WEALTH, LLC held 3,990 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,990 shares
    Change vs previous 13F +141 shares

    0.77% of the 13F portfolio, value $1,488,239.

    13F-HR 0001765380-26-000279 filed by GENTRY PRIVATE 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 3,849 shares
    Change vs previous 13F +854 shares

    0.86% of the 13F portfolio, value $1,424,674.

    13F-HR 0001765380-26-000166 filed by GENTRY PRIVATE 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 2,995 shares
    Change vs previous 13F +434 shares

    0.91% of the 13F portfolio, value $1,448,298.

    13F-HR 0001765380-26-000043 filed by GENTRY PRIVATE 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 2,561 shares
    Change vs previous 13F +2 shares

    0.92% of the 13F portfolio, value $1,326,302.

    13F-HR 0001765380-25-000469 filed by GENTRY PRIVATE 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 2,559 shares
    Change vs previous 13F -19 shares

    0.97% of the 13F portfolio, value $1,272,698.

    13F-HR 0001765380-25-000259 filed by GENTRY PRIVATE 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 2,578 shares
    Change vs previous 13F +2,578 shares

    0.8% of the 13F portfolio, value $967,615.

    13F-HR 0001765380-25-000224 filed by GENTRY PRIVATE 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 0 shares
    Change vs previous 13F -2,573 shares

    13F-HR 0001765380-25-000049 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,573 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,106,979.

    13F-HR 0001765380-24-000440 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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