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JOURNEY STRATEGIC WEALTH LLC: MSFT position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 106,475 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 106,475 shares
    Change vs previous 13F -2,866 shares

    0.98% of the 13F portfolio, value $39,413,679.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 109,341 shares
    Change vs previous 13F -972 shares

    1.39% of the 13F portfolio, value $52,879,905.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 110,313 shares
    Change vs previous 13F +179 shares

    1.61% of the 13F portfolio, value $57,137,050.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 110,134 shares
    Change vs previous 13F +23,650 shares

    1.78% of the 13F portfolio, value $54,782,028.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 86,484 shares
    Change vs previous 13F +32,475 shares

    1.13% of the 13F portfolio, value $32,465,123.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 54,009 shares
    Change vs previous 13F +2,299 shares

    0.85% of the 13F portfolio, value $22,764,647.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 51,710 shares
    Change vs previous 13F +16,669 shares

    0.81% of the 13F portfolio, value $22,250,784.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 35,041 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $15,661,486.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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