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Legacy Wealth Management, LLC / MS: MSFT position timeline

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

Legacy Wealth Management, LLC / MS held 45,058 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,058 shares
    Change vs previous 13F -626 shares

    4.31% of the 13F portfolio, value $16,807,513.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 45,684 shares
    Change vs previous 13F -6,488 shares

    4.82% of the 13F portfolio, value $16,910,684.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 52,172 shares
    Change vs previous 13F +5,766 shares

    6.74% of the 13F portfolio, value $25,231,562.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 46,406 shares
    Change vs previous 13F -5,523 shares

    7.23% of the 13F portfolio, value $24,036,072.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 51,929 shares
    Change vs previous 13F -946 shares

    7.85% of the 13F portfolio, value $25,830,221.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 52,875 shares
    Change vs previous 13F +8,900 shares

    6.49% of the 13F portfolio, value $19,848,883.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 43,975 shares
    Change vs previous 13F -920 shares

    7.36% of the 13F portfolio, value $18,535,458.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 44,895 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $19,318,319.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

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