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JFG Wealth Management, LLC: MSFT position timeline

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

JFG Wealth Management, LLC held 2,180 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,180 shares
    Change vs previous 13F +1,020 shares

    0.22% of the 13F portfolio, value $1,129,033.

    13F-HR 0001172661-25-004522 filed by JFG 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 ended2025-06-30
    13F 1,160 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $577,149.

    13F-HR 0001172661-25-002960 filed by JFG 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 ended2025-03-31
    13F 1,160 shares
    Change vs previous 13F -1,335 shares

    0.1% of the 13F portfolio, value $435,370.

    13F-HR 0001172661-25-001676 filed by JFG 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 ended2024-12-31
    13F 2,495 shares
    Change vs previous 13F +61 shares

    0.24% of the 13F portfolio, value $1,051,696.

    13F-HR 0001172661-25-000493 filed by JFG 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 ended2024-09-30
    13F 2,434 shares
    Change vs previous 13F +1,039 shares

    0.29% of the 13F portfolio, value $1,047,598.

    13F-HR 0001172661-24-004421 filed by JFG 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 ended2024-06-30
    13F 1,395 shares
    Change vs previous 13F +321 shares

    0.18% of the 13F portfolio, value $623,513.

    13F-HR 0001172661-24-003043 filed by JFG 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 ended2024-03-31
    13F 1,074 shares
    Change vs previous 13F +315 shares

    0.12% of the 13F portfolio, value $452,076.

    13F-HR 0001172661-24-002137 filed by JFG Wealth Management, LLC
    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 759 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $285,414.

    13F-HR 0001172661-24-000469 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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