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Disclosery

KWMG, LLC: MSFT position timeline

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

KWMG, LLC held 22,385 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 22,385 shares
    Change vs previous 13F +854 shares

    0.83% of the 13F portfolio, value $11,481,398.

    13F-HR 0001214659-26-012622 filed by KWMG, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,531 shares
    Change vs previous 13F +518 shares

    0.58% of the 13F portfolio, value $8,031,388.

    13F-HR 0001214659-26-008326 filed by KWMG, 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 21,013 shares
    Change vs previous 13F +672 shares

    0.65% of the 13F portfolio, value $7,778,544.

    13F-HR 0001214659-26-004501 filed by KWMG, 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 20,341 shares
    Change vs previous 13F -240 shares

    0.85% of the 13F portfolio, value $9,837,302.

    13F-HR 0001214659-26-000532 filed by KWMG, 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 20,581 shares
    Change vs previous 13F +63 shares

    0.93% of the 13F portfolio, value $10,659,674.

    13F-HR 0001214659-25-014754 filed by KWMG, 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 20,518 shares
    Change vs previous 13F +20 shares

    0.96% of the 13F portfolio, value $10,206,098.

    13F-HR 0001214659-25-010401 filed by KWMG, 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 20,498 shares
    Change vs previous 13F +170 shares

    0.78% of the 13F portfolio, value $7,694,805.

    13F-HR 0001214659-25-005658 filed by KWMG, 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 20,328 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $8,568,352.

    13F-HR 0001214659-25-000479 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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