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LifeGoal Investments, LLC: MSFT position timeline

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

LifeGoal Investments, LLC held 11,554 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,554 shares
    Change vs previous 13F +6,986 shares

    1.81% of the 13F portfolio, value $5,926,237.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,568 shares
    Change vs previous 13F +858 shares

    0.78% of the 13F portfolio, value $1,703,903.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, 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 3,710 shares
    Change vs previous 13F +1,525 shares

    0.78% of the 13F portfolio, value $1,370,284.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, 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 2,185 shares
    Change vs previous 13F +436 shares

    0.7% of the 13F portfolio, value $1,056,549.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, 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 1,749 shares
    Change vs previous 13F +47 shares

    0.75% of the 13F portfolio, value $905,671.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, 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 1,702 shares
    Change vs previous 13F +333 shares

    0.8% of the 13F portfolio, value $846,681.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, 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 1,369 shares
    Change vs previous 13F +12 shares

    0.56% of the 13F portfolio, value $513,942.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, 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 1,357 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $572,006.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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