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JGP Wealth Management, LLC: MSFT position timeline

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

JGP Wealth Management, LLC held 87,309 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,309 shares
    Change vs previous 13F +2,475 shares

    2.92% of the 13F portfolio, value $32,568,086.

    13F-HR 0001748278-26-000004 filed by JGP 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 84,834 shares
    Change vs previous 13F +5,035 shares

    3.27% of the 13F portfolio, value $31,402,840.

    13F-HR 0001748278-26-000003 filed by JGP 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 79,799 shares
    Change vs previous 13F +3,789 shares

    4.02% of the 13F portfolio, value $38,592,182.

    13F-HR 0001748278-26-000002 filed by JGP 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 76,010 shares
    Change vs previous 13F +260 shares

    4.34% of the 13F portfolio, value $39,201,571.

    13F-HR 0001748278-25-000004 filed by JGP 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 75,750 shares
    Change vs previous 13F +1,164 shares

    4.57% of the 13F portfolio, value $37,678,876.

    13F-HR 0001085146-25-004190 filed by JGP 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 74,586 shares
    Change vs previous 13F +1,723 shares

    3.68% of the 13F portfolio, value $27,998,909.

    13F-HR 0001085146-25-001945 filed by JGP 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 72,863 shares
    Change vs previous 13F +1,295 shares

    3.97% of the 13F portfolio, value $30,711,672.

    13F-HR 0001085146-25-000202 filed by JGP 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 ended2024-09-30
    13F 71,568 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $30,795,743.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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