LeConte Wealth Management, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LeConte Wealth Management, LLC on MSFT, newest first. How the timeline and the estimate are built.
LeConte Wealth Management, LLC held 8,167 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 8,167 sharesChange vs previous 13F +252 shares
1.66% of the 13F portfolio, value $3,046,517.
13F-HR 0001172661-26-003153 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,915 sharesChange vs previous 13F -1,443 shares
1.89% of the 13F portfolio, value $2,929,939.
13F-HR 0001172661-26-001702 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,358 sharesChange vs previous 13F +744 shares
2.96% of the 13F portfolio, value $4,525,748.
13F-HR 0001172661-26-000199 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,614 sharesChange vs previous 13F +1,162 shares
2.98% of the 13F portfolio, value $4,461,635.
13F-HR 0001172661-25-004305 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,452 sharesChange vs previous 13F +2,290 shares
2.51% of the 13F portfolio, value $3,706,699.
13F-HR 0001172661-25-002599 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,162 sharesChange vs previous 13F not available
1.23% of the 13F portfolio, value $1,937,763.
13F-HR 0001172661-25-001789 filed by LeConte Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).