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GeoWealth Management, LLC: MSFT position timeline

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

GeoWealth Management, LLC held 48,646 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,646 shares
    Change vs previous 13F -2,659 shares

    0.57% of the 13F portfolio, value $18,145,528.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 ended2026-03-31
    13F 51,305 shares
    Change vs previous 13F +3,236 shares

    0.68% of the 13F portfolio, value $18,991,900.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 ended2025-12-31
    13F 48,069 shares
    Change vs previous 13F -4,039 shares

    0.86% of the 13F portfolio, value $23,247,341.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 ended2025-09-30
    13F 52,108 shares
    Change vs previous 13F +9,201 shares

    0.98% of the 13F portfolio, value $26,989,878.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 ended2025-06-30
    13F 42,907 shares
    Change vs previous 13F +197 shares

    0.83% of the 13F portfolio, value $21,343,254.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 ended2025-03-31
    13F 42,710 shares
    Change vs previous 13F -12,539 shares

    0.64% of the 13F portfolio, value $16,033,422.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 ended2024-12-31
    13F 55,249 shares
    Change vs previous 13F -1,642 shares

    0.76% of the 13F portfolio, value $23,287,816.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    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 56,891 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $24,480,784.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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