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Disclosery

Jupiter Wealth Management LLC: MSFT position timeline

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

Jupiter Wealth Management LLC held 35,258 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 35,258 shares
    Change vs previous 13F -25 shares

    5.26% of the 13F portfolio, value $13,151,939.

    13F-HR 0001774207-26-000003 filed by Jupiter 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 35,283 shares
    Change vs previous 13F -1,958 shares

    5.65% of the 13F portfolio, value $14,297,024.

    13F-HR 0001774207-26-000002 filed by Jupiter 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 37,241 shares
    Change vs previous 13F +5,014 shares

    6.66% of the 13F portfolio, value $14,964,923.

    13F-HR 0001774207-26-000001 filed by Jupiter 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 32,227 shares
    Change vs previous 13F -518 shares

    7.89% of the 13F portfolio, value $16,691,975.

    13F-HR 0001774207-25-000006 filed by Jupiter 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 32,745 shares
    Change vs previous 13F +663 shares

    8.61% of the 13F portfolio, value $17,046,392.

    13F-HR 0001774207-25-000004 filed by Jupiter 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 32,082 shares
    Change vs previous 13F -3,536 shares

    8.92% of the 13F portfolio, value $14,721,467.

    13F-HR 0001774207-25-000003 filed by Jupiter 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 35,618 shares
    Change vs previous 13F +400 shares

    7.52% of the 13F portfolio, value $15,012,987.

    13F-HR 0001774207-25-000001 filed by Jupiter 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 35,218 shares
    Change vs previous 13F not available

    7.75% of the 13F portfolio, value $15,154,305.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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