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Disclosery

KWB Wealth: MSFT position timeline

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

KWB Wealth held 11,315 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,315 shares
    Change vs previous 13F +329 shares

    0.36% of the 13F portfolio, value $4,220,875.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 10,986 shares
    Change vs previous 13F -355 shares

    0.53% of the 13F portfolio, value $5,313,284.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 11,341 shares
    Change vs previous 13F -497 shares

    0.52% of the 13F portfolio, value $5,484,913.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 11,838 shares
    Change vs previous 13F -203 shares

    0.65% of the 13F portfolio, value $5,888,580.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 12,041 shares
    Change vs previous 13F -197 shares

    0.55% of the 13F portfolio, value $4,520,177.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 12,238 shares
    Change vs previous 13F +361 shares

    0.62% of the 13F portfolio, value $5,158,483.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 11,877 shares
    Change vs previous 13F +732 shares

    0.63% of the 13F portfolio, value $5,110,683.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 11,145 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,981,416.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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