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Jessup Wealth Management, Inc: MSFT position timeline

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

Jessup Wealth Management, Inc held 36,083 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,083 shares
    Change vs previous 13F +6,037 shares

    4.01% of the 13F portfolio, value $13,459,592.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, Inc
    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 30,046 shares
    Change vs previous 13F +21,752 shares

    4.06% of the 13F portfolio, value $11,121,954.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, Inc
    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 8,294 shares
    Change vs previous 13F +144 shares

    1.33% of the 13F portfolio, value $4,011,343.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
    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 8,150 shares
    Change vs previous 13F -156 shares

    1.57% of the 13F portfolio, value $4,221,086.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, Inc
    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 8,306 shares
    Change vs previous 13F -39 shares

    1.66% of the 13F portfolio, value $4,131,504.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, Inc
    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 8,345 shares
    Change vs previous 13F +1,384 shares

    1.32% of the 13F portfolio, value $3,132,459.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, Inc
    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 6,961 shares
    Change vs previous 13F +277 shares

    1.25% of the 13F portfolio, value $2,934,008.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, Inc
    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 6,684 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,876,264.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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