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Disclosery

Laidlaw Wealth Management LLC: MSFT position timeline

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

Laidlaw Wealth Management LLC held 4,526 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,526 shares
    Change vs previous 13F +88 shares

    4.82% of the 13F portfolio, value $1,688,289.

    13F-HR 0001800608-26-000003 filed by Laidlaw 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 4,438 shares
    Change vs previous 13F -75 shares

    5.7% of the 13F portfolio, value $1,642,814.

    13F-HR 0001800608-26-000002 filed by Laidlaw 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 4,513 shares
    Change vs previous 13F -2,110 shares

    6.76% of the 13F portfolio, value $2,182,577.

    13F-HR 0001800608-26-000001 filed by Laidlaw 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 6,623 shares
    Change vs previous 13F +112 shares

    8.18% of the 13F portfolio, value $3,430,383.

    13F-HR 0001800608-25-000006 filed by Laidlaw 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 6,511 shares
    Change vs previous 13F -1,090 shares

    9.33% of the 13F portfolio, value $3,238,637.

    13F-HR 0001800608-25-000003 filed by Laidlaw 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 7,601 shares
    Change vs previous 13F -9,621 shares

    8.49% of the 13F portfolio, value $2,853,339.

    13F-HR 0001800608-25-000002 filed by Laidlaw 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 17,222 shares
    Change vs previous 13F +176 shares

    3.16% of the 13F portfolio, value $7,259,126.

    13F-HR 0001800608-25-000001 filed by Laidlaw 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 17,046 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $7,334,921.

    13F-HR 0001800608-24-000005 filed by Laidlaw Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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