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Disclosery

Maridea Wealth Management LLC: MSFT position timeline

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

Maridea Wealth Management LLC held 14,534 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,534 shares
    Change vs previous 13F +4,877 shares

    0.59% of the 13F portfolio, value $5,421,450.

    13F-HR 0001951757-26-001115 filed by Maridea 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 ended2026-03-31
    13F 9,657 shares
    Change vs previous 13F -4,847 shares

    0.52% of the 13F portfolio, value $3,574,746.

    13F-HR 0001951757-26-000680 filed by Maridea 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 ended2025-12-31
    13F 14,504 shares
    Change vs previous 13F +285 shares

    1.06% of the 13F portfolio, value $7,014,495.

    13F-HR 0001951757-26-000036 filed by Maridea 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 ended2025-09-30
    13F 14,219 shares
    Change vs previous 13F +4,986 shares

    1.14% of the 13F portfolio, value $7,348,267.

    13F-HR 0001951757-25-001342 filed by Maridea 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 ended2025-06-30
    13F 9,233 shares
    Change vs previous 13F +3,669 shares

    1.2% of the 13F portfolio, value $4,592,474.

    13F-HR 0001951757-25-000866 filed by Maridea 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 ended2025-03-31
    13F 5,564 shares
    Change vs previous 13F -454 shares

    0.68% of the 13F portfolio, value $2,088,611.

    13F-HR 0001951757-25-000523 filed by Maridea 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 ended2024-12-31
    13F 6,018 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,536,598.

    13F-HR 0001951757-25-000242 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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