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JHP Wealth Management, LLC: MSFT position timeline

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

JHP Wealth Management, LLC held 2,737 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,737 shares
    Change vs previous 13F -136 shares

    0.84% of the 13F portfolio, value $1,020,855.

    13F-HR 0002110669-26-000003 filed by JHP 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 2,873 shares
    Change vs previous 13F -40 shares

    1.02% of the 13F portfolio, value $1,063,475.

    13F-HR 0002110669-26-000002 filed by JHP 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 2,913 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,408,688.

    13F-HR 0002110669-26-000001 filed by JHP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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