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Litman Gregory Wealth Management LLC: MSFT position timeline

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

Litman Gregory Wealth Management LLC held 39,818 MSFT shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 39,818 shares
    Change vs previous 13F -32 shares

    1.41% of the 13F portfolio, value $19,256,800.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 39,850 shares
    Change vs previous 13F -819 shares

    1.54% of the 13F portfolio, value $20,640,553.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 40,669 shares
    Change vs previous 13F -402 shares

    1.59% of the 13F portfolio, value $20,229,158.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 41,071 shares
    Change vs previous 13F +13 shares

    1.32% of the 13F portfolio, value $15,417,816.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 41,058 shares
    Change vs previous 13F -1,830 shares

    1.5% of the 13F portfolio, value $17,305,912.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 42,888 shares
    Change vs previous 13F +3,446 shares

    1.54% of the 13F portfolio, value $18,454,901.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 39,442 shares
    Change vs previous 13F -525 shares

    1.56% of the 13F portfolio, value $17,628,602.

    13F-HR 0001214659-24-013144 filed by Litman Gregory 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 ended2024-03-31
    13F 39,967 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $16,814,917.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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