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Disclosery

MOR Wealth Management, LLC: MSFT position timeline

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

MOR Wealth Management, LLC held 4,863 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,863 shares
    Change vs previous 13F -437 shares

    0.72% of the 13F portfolio, value $1,813,996.

    13F-HR 0002092389-26-000005 filed by MOR Wealth Management, 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 5,300 shares
    Change vs previous 13F +17 shares

    0.9% of the 13F portfolio, value $1,961,901.

    13F-HR 0002092389-26-000003 filed by MOR 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 ended2025-12-31
    13F 5,283 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,554,964.

    13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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