KILEY JUERGENS WEALTH MANAGEMENT, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KILEY JUERGENS WEALTH MANAGEMENT, LLC on MSFT, newest first. How the timeline and the estimate are built.
KILEY JUERGENS WEALTH MANAGEMENT, LLC held 113,323 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 113,323 sharesChange vs previous 13F +1,197 shares
6.62% of the 13F portfolio, value $42,271,838.
13F-HR 0001986152-26-000113 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 112,126 sharesChange vs previous 13F -772 shares
7.32% of the 13F portfolio, value $41,505,506.
13F-HR 0001986152-26-000050 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 112,898 sharesChange vs previous 13F -155 shares
11.79% of the 13F portfolio, value $54,599,496.
13F-HR 0001172661-26-000307 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 113,053 sharesChange vs previous 13F -618 shares
12.89% of the 13F portfolio, value $58,555,571.
13F-HR 0001172661-25-004370 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 113,671 sharesChange vs previous 13F -998 shares
13.05% of the 13F portfolio, value $56,541,207.
13F-HR 0001172661-25-002634 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 114,669 sharesChange vs previous 13F -48 shares
11.45% of the 13F portfolio, value $43,045,447.
13F-HR 0001172661-25-001517 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 114,717 sharesChange vs previous 13F -187 shares
12.11% of the 13F portfolio, value $48,353,231.
13F-HR 0001172661-25-000237 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 114,904 sharesChange vs previous 13F not available
12.83% of the 13F portfolio, value $49,443,158.
13F-HR 0001172661-24-004247 filed by KILEY JUERGENS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).