Skip to content
Disclosery

Goldenstone Wealth Management LLC: MSFT position timeline

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

Goldenstone Wealth Management LLC held 17,856 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 17,856 shares
    Change vs previous 13F +1,228 shares

    4.36% of the 13F portfolio, value $6,660,678.

    13F-HR 0002109094-26-000004 filed by Goldenstone 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 ended2026-03-31
    13F 16,628 shares
    Change vs previous 13F +775 shares

    4.48% of the 13F portfolio, value $6,155,105.

    13F-HR 0002109094-26-000003 filed by Goldenstone 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 ended2025-12-31
    13F 15,853 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $7,666,968.

    13F-HR 0002109094-26-000002 filed by Goldenstone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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