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KMT WEALTH MANAGEMENT, LLC: MSFT position timeline

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

KMT WEALTH MANAGEMENT, LLC held 4,386 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,386 shares
    Change vs previous 13F +2,902 shares

    1.38% of the 13F portfolio, value $1,636,058.

    13F-HR 0001104659-26-091013 filed by KMT 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 1,484 shares
    Change vs previous 13F -140 shares

    0.3% of the 13F portfolio, value $549,332.

    13F-HR 0001104659-26-059198 filed by KMT 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 1,624 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $785,399.

    13F-HR 0001104659-26-010767 filed by KMT 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 1,624 shares
    Change vs previous 13F -120 shares

    0.45% of the 13F portfolio, value $841,151.

    13F-HR 0001104659-25-114459 filed by KMT 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 1,744 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $867,483.

    13F-HR 0001104659-25-078441 filed by KMT 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 1,744 shares
    Change vs previous 13F +848 shares

    0.45% of the 13F portfolio, value $654,680.

    13F-HR 0001104659-25-049184 filed by KMT 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 896 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $377,664.

    13F-HR 0001104659-25-018014 filed by KMT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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