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Disclosery

HB Wealth Management, LLC: MSFT position timeline

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

HB Wealth Management, LLC held 552,823 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 552,823 shares
    Change vs previous 13F +12,197 shares

    1.16% of the 13F portfolio, value $206,214,171.

    13F-HR 0001172661-26-002920 filed by HB 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 540,626 shares
    Change vs previous 13F +10,316 shares

    1.3% of the 13F portfolio, value $200,123,632.

    13F-HR 0001172661-26-001543 filed by HB 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 530,310 shares
    Change vs previous 13F +18,004 shares

    1.66% of the 13F portfolio, value $256,468,869.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 512,306 shares
    Change vs previous 13F +46,232 shares

    1.8% of the 13F portfolio, value $265,349,179.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 466,074 shares
    Change vs previous 13F -15,931 shares

    1.86% of the 13F portfolio, value $231,829,912.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 482,005 shares
    Change vs previous 13F +139,658 shares

    1.52% of the 13F portfolio, value $180,939,861.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 342,347 shares
    Change vs previous 13F +20,055 shares

    1.48% of the 13F portfolio, value $144,308,378.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 322,292 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $138,682,607.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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