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Disclosery

HORAN Wealth, LLC: MSFT position timeline

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

HORAN Wealth, LLC held 44,652 MSFT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 44,652 shares
    Change vs previous 13F -43,326 shares

    2.08% of the 13F portfolio, value $16,655,807.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 87,978 shares
    Change vs previous 13F +44,470 shares

    3.27% of the 13F portfolio, value $34,377,586.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 43,508 shares
    Change vs previous 13F +1,007 shares

    3.23% of the 13F portfolio, value $21,041,552.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 42,501 shares
    Change vs previous 13F +5,743 shares

    3.47% of the 13F portfolio, value $22,013,083.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 36,758 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $18,283,585.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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