Skip to content
Disclosery

Koa Wealth Management, LLC: MSFT position timeline

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

Koa Wealth Management, LLC held 4,832 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,832 shares
    Change vs previous 13F +364 shares

    1.23% of the 13F portfolio, value $1,802,275.

    13F-HR 0001172661-26-002703 filed by Koa 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 4,468 shares
    Change vs previous 13F +122 shares

    1.2% of the 13F portfolio, value $1,654,014.

    13F-HR 0001172661-26-001567 filed by Koa 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 4,346 shares
    Change vs previous 13F +1,152 shares

    1.44% of the 13F portfolio, value $2,102,017.

    13F-HR 0001172661-26-000393 filed by Koa 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 3,194 shares
    Change vs previous 13F -21 shares

    1.23% of the 13F portfolio, value $1,654,551.

    13F-HR 0001172661-25-004446 filed by Koa 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 3,215 shares
    Change vs previous 13F -15 shares

    1.27% of the 13F portfolio, value $1,599,383.

    13F-HR 0001172661-25-002749 filed by Koa 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 3,230 shares
    Change vs previous 13F -14 shares

    0.98% of the 13F portfolio, value $1,212,668.

    13F-HR 0001172661-25-001663 filed by Koa 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 3,244 shares
    Change vs previous 13F -34 shares

    1.12% of the 13F portfolio, value $1,367,388.

    13F-HR 0001172661-25-000327 filed by Koa 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 3,278 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,410,627.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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