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KFA Private Wealth Group, LLC: MSFT position timeline

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

KFA Private Wealth Group, LLC held 6,645 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,645 shares
    Change vs previous 13F +73 shares

    0.8% of the 13F portfolio, value $3,408,326.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,572 shares
    Change vs previous 13F +714 shares

    0.59% of the 13F portfolio, value $2,451,791.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,858 shares
    Change vs previous 13F -1,641 shares

    0.52% of the 13F portfolio, value $2,168,568.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,499 shares
    Change vs previous 13F +1,856 shares

    0.88% of the 13F portfolio, value $3,626,478.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,643 shares
    Change vs previous 13F -421 shares

    0.83% of the 13F portfolio, value $2,922,868.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,064 shares
    Change vs previous 13F +776 shares

    0.93% of the 13F portfolio, value $3,016,613.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,288 shares
    Change vs previous 13F +568 shares

    0.69% of the 13F portfolio, value $1,984,939.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,720 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,989,291.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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