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Disclosery

Heirloom Wealth Management: MSFT position timeline

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

Heirloom Wealth Management held 74,885 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,885 shares
    Change vs previous 13F +10,757 shares

    4.05% of the 13F portfolio, value $27,933,523.

    13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
    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 64,128 shares
    Change vs previous 13F +9,121 shares

    4.28% of the 13F portfolio, value $23,738,265.

    13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
    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 55,007 shares
    Change vs previous 13F +892 shares

    6.15% of the 13F portfolio, value $26,602,501.

    13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
    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 54,115 shares
    Change vs previous 13F +601 shares

    6.77% of the 13F portfolio, value $28,029,018.

    13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
    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 53,514 shares
    Change vs previous 13F -40 shares

    7.03% of the 13F portfolio, value $26,618,301.

    13F-HR 0001882903-25-000004 filed by Heirloom Wealth Management
    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 53,554 shares
    Change vs previous 13F +1,658 shares

    5.76% of the 13F portfolio, value $20,103,458.

    13F-HR 0001882903-25-000003 filed by Heirloom Wealth Management
    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 51,896 shares
    Change vs previous 13F -1,708 shares

    6.56% of the 13F portfolio, value $21,874,039.

    13F-HR 0001882903-25-000002 filed by Heirloom Wealth Management
    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 53,604 shares
    Change vs previous 13F not available

    7.19% of the 13F portfolio, value $23,065,988.

    13F-HR 0001882903-24-000006 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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