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Disclosery

Hemington Wealth Management: MSFT position timeline

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

Hemington Wealth Management held 15,523 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 15,523 shares
    Change vs previous 13F +528 shares

    1.05% of the 13F portfolio, value $8,040,000.

    13F-HR 0001838234-25-000003 filed by Hemington 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 ended2025-06-30
    13F 14,995 shares
    Change vs previous 13F +766 shares

    1.08% of the 13F portfolio, value $7,458,000.

    13F-HR 0001907157-25-000031 filed by Hemington 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 ended2025-03-31
    13F 14,229 shares
    Change vs previous 13F +138 shares

    0.83% of the 13F portfolio, value $5,341,000.

    13F-HR 0001842974-25-000012 filed by Hemington 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 ended2024-12-31
    13F 14,091 shares
    Change vs previous 13F +572 shares

    1.49% of the 13F portfolio, value $5,939,000.

    13F-HR 0001907157-25-000009 filed by Hemington 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 ended2024-09-30
    13F 13,519 shares
    Change vs previous 13F -381 shares

    1.48% of the 13F portfolio, value $5,493,000.

    13F-HR 0001838234-24-000008 filed by Hemington 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 ended2024-06-30
    13F 13,900 shares
    Change vs previous 13F +385 shares

    2.09% of the 13F portfolio, value $6,212,000.

    13F-HR 0001838234-24-000004 filed by Hemington 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 ended2024-03-31
    13F 13,515 shares
    Change vs previous 13F -1,117 shares

    2.06% of the 13F portfolio, value $5,686,000.

    13F-HR 0001792704-24-000006 filed by Hemington 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 ended2023-12-31
    13F 14,632 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $5,502,000.

    13F-HR 0001838234-24-000001 filed by Hemington Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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