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JDH Wealth Management, LLC: MSFT position timeline

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

JDH Wealth Management, LLC held 1,668 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,668 shares
    Change vs previous 13F -260 shares

    0.38% of the 13F portfolio, value $622,197.

    13F-HR 0002022512-26-000006 filed by JDH 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 1,928 shares
    Change vs previous 13F +502 shares

    0.48% of the 13F portfolio, value $713,688.

    13F-HR 0002022512-26-000005 filed by JDH 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 1,426 shares
    Change vs previous 13F -7 shares

    0.47% of the 13F portfolio, value $689,642.

    13F-HR 0002022512-26-000001 filed by JDH 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 1,433 shares
    Change vs previous 13F +60 shares

    0.53% of the 13F portfolio, value $742,222.

    13F-HR 0002022512-25-000007 filed by JDH 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 1,373 shares
    Change vs previous 13F -254 shares

    0.52% of the 13F portfolio, value $682,944.

    13F-HR 0002022512-25-000004 filed by JDH 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 1,627 shares
    Change vs previous 13F +178 shares

    0.52% of the 13F portfolio, value $610,760.

    13F-HR 0002022512-25-000003 filed by JDH 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 1,449 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $610,754.

    13F-HR 0002022512-25-000002 filed by JDH Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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