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Disclosery

LongView Wealth Management: MSFT position timeline

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

LongView Wealth Management held 7,648 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,648 shares
    Change vs previous 13F -1,201 shares

    0.73% of the 13F portfolio, value $2,852,798.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 8,849 shares
    Change vs previous 13F -252 shares

    0.87% of the 13F portfolio, value $3,478,671.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 9,101 shares
    Change vs previous 13F +63 shares

    1.05% of the 13F portfolio, value $4,342,777.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 9,038 shares
    Change vs previous 13F -114 shares

    1.27% of the 13F portfolio, value $4,681,400.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 9,152 shares
    Change vs previous 13F -772 shares

    1.38% of the 13F portfolio, value $4,552,305.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 9,924 shares
    Change vs previous 13F -314 shares

    1.12% of the 13F portfolio, value $3,725,411.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 10,238 shares
    Change vs previous 13F -770 shares

    1.32% of the 13F portfolio, value $4,315,515.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 11,008 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $4,736,841.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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