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Monterey Private Wealth, Inc.: MSFT position timeline

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

Monterey Private Wealth, Inc. held 14,847 MSFT shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 14,847 shares
    Change vs previous 13F +102 shares

    1.64% of the 13F portfolio, value $5,573,319.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 14,745 shares
    Change vs previous 13F +701 shares

    2.05% of the 13F portfolio, value $6,214,894.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 14,044 shares
    Change vs previous 13F +5 shares

    2.06% of the 13F portfolio, value $6,043,042.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 14,039 shares
    Change vs previous 13F +729 shares

    2.35% of the 13F portfolio, value $6,274,772.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 13,310 shares
    Change vs previous 13F +136 shares

    2.25% of the 13F portfolio, value $5,599,989.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 13,174 shares
    Change vs previous 13F -56 shares

    2.24% of the 13F portfolio, value $4,954,134.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 13,230 shares
    Change vs previous 13F +50 shares

    2.1% of the 13F portfolio, value $4,177,263.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 13,180 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $4,488,154.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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