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Disclosery

McMill Wealth Management: MSFT position timeline

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

McMill Wealth Management held 2,296 MSFT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,296 shares
    Change vs previous 13F -286 shares

    0.21% of the 13F portfolio, value $856,454.

    13F-HR/A 0002056447-26-000004 filed by McMill 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 2,582 shares
    Change vs previous 13F +278 shares

    0.25% of the 13F portfolio, value $955,779.

    13F-HR 0002056447-26-000002 filed by McMill 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 2,304 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,114,260.

    13F-HR 0002056447-26-000001 filed by McMill 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 2,304 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,193,357.

    13F-HR 0002056447-25-000007 filed by McMill 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 2,304 shares
    Change vs previous 13F +41 shares

    0.38% of the 13F portfolio, value $1,147,720.

    13F-HR 0002056447-25-000005 filed by McMill 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 2,263 shares
    Change vs previous 13F -294 shares

    0.31% of the 13F portfolio, value $849,508.

    13F-HR 0002056447-25-000003 filed by McMill 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 2,557 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,077,776.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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