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Disclosery

Maia Wealth LLC: MSFT position timeline

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

Maia Wealth LLC held 28,939 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,939 shares
    Change vs previous 13F +3,077 shares

    1.59% of the 13F portfolio, value $10,794,667.

    13F-HR 0002010858-26-000005 filed by Maia Wealth LLC
    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 25,862 shares
    Change vs previous 13F +1,921 shares

    1.62% of the 13F portfolio, value $9,573,357.

    13F-HR 0002010858-26-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 23,941 shares
    Change vs previous 13F +1,249 shares

    1.64% of the 13F portfolio, value $9,620,525.

    13F-HR 0002010858-26-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 22,692 shares
    Change vs previous 13F +1,936 shares

    1.93% of the 13F portfolio, value $11,482,348.

    13F-HR 0002010858-25-000006 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,756 shares
    Change vs previous 13F +1,247 shares

    1.97% of the 13F portfolio, value $10,324,092.

    13F-HR 0002010858-25-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,509 shares
    Change vs previous 13F +1,807 shares

    1.72% of the 13F portfolio, value $7,565,674.

    13F-HR 0002010858-25-000003 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 17,702 shares
    Change vs previous 13F +1,802 shares

    1.66% of the 13F portfolio, value $7,692,644.

    13F-HR 0002010858-25-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,900 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $6,753,202.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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