Gray Private Wealth, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gray Private Wealth, LLC on MSFT, newest first. How the timeline and the estimate are built.
Gray Private Wealth, LLC held 4,323 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 4,323 sharesChange vs previous 13F +103 shares
0.7% of the 13F portfolio, value $1,612,452.
13F-HR 0001928877-26-000007 filed by Gray Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,220 sharesChange vs previous 13F +779 shares
0.79% of the 13F portfolio, value $1,561,986.
13F-HR 0001928877-26-000005 filed by Gray Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,441 sharesChange vs previous 13F +94 shares
0.81% of the 13F portfolio, value $1,664,015.
13F-HR 0001928877-26-000002 filed by Gray Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,347 sharesChange vs previous 13F +92 shares
0.87% of the 13F portfolio, value $1,733,427.
13F-HR 0001928877-25-000010 filed by Gray Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,255 sharesChange vs previous 13F -1,156 shares
0.87% of the 13F portfolio, value $1,618,906.
13F-HR 0001928877-25-000007 filed by Gray Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,411 sharesChange vs previous 13F +1,496 shares
1% of the 13F portfolio, value $1,655,708.
13F-HR 0001928877-25-000005 filed by Gray Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,915 sharesChange vs previous 13F -40 shares
0.73% of the 13F portfolio, value $1,228,498.
13F-HR 0001928877-25-000002 filed by Gray Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,955 sharesChange vs previous 13F not available
0.76% of the 13F portfolio, value $1,271,342.
13F-HR 0001928877-24-000009 filed by Gray Private Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).