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MOKAN Wealth Management Inc.: MSFT position timeline

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

MOKAN Wealth Management Inc. held 18,563 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 18,563 shares
    Change vs previous 13F +3,439 shares

    2.65% of the 13F portfolio, value $6,924,480.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 15,124 shares
    Change vs previous 13F +1,443 shares

    2.48% of the 13F portfolio, value $5,601,685.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 13,681 shares
    Change vs previous 13F +1,425 shares

    2.94% of the 13F portfolio, value $6,620,185.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 12,256 shares
    Change vs previous 13F +172 shares

    3.19% of the 13F portfolio, value $6,348,962.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    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 12,084 shares
    Change vs previous 13F -2,922 shares

    3.36% of the 13F portfolio, value $6,006,949.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    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 15,006 shares
    Change vs previous 13F +1,670 shares

    3.39% of the 13F portfolio, value $5,632,562.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 13,336 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $5,623,554.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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