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Keebeck Wealth Management: MSFT position timeline

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

Keebeck Wealth Management held 49,298 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 49,298 shares
    Change vs previous 13F +2,459 shares

    1.8% of the 13F portfolio, value $18,389,380.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    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 46,839 shares
    Change vs previous 13F +2,290 shares

    1.95% of the 13F portfolio, value $17,338,424.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    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 44,549 shares
    Change vs previous 13F +1,548 shares

    2.49% of the 13F portfolio, value $21,545,043.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    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 43,001 shares
    Change vs previous 13F -150 shares

    2.63% of the 13F portfolio, value $22,272,295.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    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 43,151 shares
    Change vs previous 13F +1,169 shares

    2.81% of the 13F portfolio, value $21,463,611.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    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 41,982 shares
    Change vs previous 13F -847 shares

    2.33% of the 13F portfolio, value $15,759,706.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    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 42,829 shares
    Change vs previous 13F -18 shares

    2.6% of the 13F portfolio, value $18,052,292.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    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 42,847 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $18,437,162.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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