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Global Wealth Strategies & Associates: MSFT position timeline

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

Global Wealth Strategies & Associates held 4,483 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,483 shares
    Change vs previous 13F +789 shares

    0.42% of the 13F portfolio, value $2,299,380.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,694 shares
    Change vs previous 13F +40 shares

    0.26% of the 13F portfolio, value $1,378,003.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,654 shares
    Change vs previous 13F +398 shares

    0.33% of the 13F portfolio, value $1,352,420.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,256 shares
    Change vs previous 13F +49 shares

    0.39% of the 13F portfolio, value $1,574,904.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,207 shares
    Change vs previous 13F +401 shares

    0.43% of the 13F portfolio, value $1,661,278.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,806 shares
    Change vs previous 13F -404 shares

    0.4% of the 13F portfolio, value $1,395,739.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,210 shares
    Change vs previous 13F +67 shares

    0.37% of the 13F portfolio, value $1,205,002.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,143 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,324,775.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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