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Disclosery

MONEYWISE, INC.: MSFT position timeline

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

MONEYWISE, INC. held 2,669 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,669 shares
    Change vs previous 13F +10 shares

    0.37% of the 13F portfolio, value $995,663.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, 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 2,659 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $984,335.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, 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 2,659 shares
    Change vs previous 13F -431 shares

    0.53% of the 13F portfolio, value $1,285,991.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, 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 3,090 shares
    Change vs previous 13F -129 shares

    0.72% of the 13F portfolio, value $1,600,492.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, 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 3,219 shares
    Change vs previous 13F +240 shares

    0.75% of the 13F portfolio, value $1,601,187.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, 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 2,979 shares
    Change vs previous 13F -87 shares

    0.59% of the 13F portfolio, value $1,118,303.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, 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 3,066 shares
    Change vs previous 13F -556 shares

    0.65% of the 13F portfolio, value $1,292,336.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,622 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,558,562.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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