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McNaughton Wealth Management, LLC: MSFT position timeline

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

McNaughton Wealth Management, LLC held 5,841 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,841 shares
    Change vs previous 13F -10 shares

    1.05% of the 13F portfolio, value $2,995,646.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,851 shares
    Change vs previous 13F +1,070 shares

    0.77% of the 13F portfolio, value $2,182,372.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 4,781 shares
    Change vs previous 13F +913 shares

    0.73% of the 13F portfolio, value $1,769,961.

    13F-HR 0001802691-26-000002 filed by McNaughton 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 ended2025-12-31
    13F 3,868 shares
    Change vs previous 13F +257 shares

    0.77% of the 13F portfolio, value $1,870,843.

    13F-HR 0001802691-26-000001 filed by McNaughton 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 ended2025-09-30
    13F 3,611 shares
    Change vs previous 13F +15 shares

    0.79% of the 13F portfolio, value $1,870,504.

    13F-HR 0001085146-25-005827 filed by McNaughton 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 ended2025-06-30
    13F 3,596 shares
    Change vs previous 13F -78 shares

    0.8% of the 13F portfolio, value $1,788,841.

    13F-HR 0001085146-25-004023 filed by McNaughton 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 ended2025-03-31
    13F 3,674 shares
    Change vs previous 13F +531 shares

    0.67% of the 13F portfolio, value $1,379,280.

    13F-HR 0001085146-25-001950 filed by McNaughton 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 ended2024-12-31
    13F 3,143 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,324,857.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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