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Meriwether Wealth & Planning, LLC: MSFT position timeline

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

Meriwether Wealth & Planning, LLC held 5,809 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,809 shares
    Change vs previous 13F +174 shares

    1.07% of the 13F portfolio, value $2,166,873.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, 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 5,635 shares
    Change vs previous 13F +672 shares

    1.14% of the 13F portfolio, value $2,085,908.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, 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 4,963 shares
    Change vs previous 13F -219 shares

    1.35% of the 13F portfolio, value $2,400,206.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, 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 5,182 shares
    Change vs previous 13F -368 shares

    1.56% of the 13F portfolio, value $2,684,017.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, 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 5,550 shares
    Change vs previous 13F -300 shares

    1.73% of the 13F portfolio, value $2,760,626.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, 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 5,850 shares
    Change vs previous 13F +747 shares

    1.43% of the 13F portfolio, value $2,196,032.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, 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 5,103 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,150,915.

    13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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