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Morey & Quinn Wealth Partners, LLC: MSFT position timeline

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

Morey & Quinn Wealth Partners, LLC held 8,720 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,720 shares
    Change vs previous 13F -251 shares

    2.09% of the 13F portfolio, value $3,252,881.

    13F-HR 0002055521-26-000004 filed by Morey & Quinn Wealth Partners, 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 8,971 shares
    Change vs previous 13F +470 shares

    2.36% of the 13F portfolio, value $3,320,910.

    13F-HR 0002055521-26-000002 filed by Morey & Quinn Wealth Partners, 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 8,501 shares
    Change vs previous 13F +12 shares

    2.95% of the 13F portfolio, value $4,111,365.

    13F-HR 0002055521-26-000001 filed by Morey & Quinn Wealth Partners, 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 8,489 shares
    Change vs previous 13F +150 shares

    3.24% of the 13F portfolio, value $4,396,962.

    13F-HR 0002055521-25-000002 filed by Morey & Quinn Wealth Partners, 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 8,339 shares
    Change vs previous 13F +35 shares

    3.32% of the 13F portfolio, value $4,147,953.

    13F-HR 0001085146-25-004093 filed by Morey & Quinn Wealth Partners, 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 8,304 shares
    Change vs previous 13F +145 shares

    2.58% of the 13F portfolio, value $3,117,254.

    13F-HR 0001085146-25-002135 filed by Morey & Quinn Wealth Partners, 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 8,159 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,439,003.

    13F-HR 0001085146-25-001023 filed by Morey & Quinn Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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