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Disclosery

Mosley Wealth Management: MSFT position timeline

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

Mosley Wealth Management held 7,059 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,059 shares
    Change vs previous 13F +1,046 shares

    0.84% of the 13F portfolio, value $2,633,246.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 6,013 shares
    Change vs previous 13F -534 shares

    1.41% of the 13F portfolio, value $3,114,499.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 6,547 shares
    Change vs previous 13F +458 shares

    1.57% of the 13F portfolio, value $3,436,248.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 6,089 shares
    Change vs previous 13F +470 shares

    1.67% of the 13F portfolio, value $2,693,333.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,619 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,352,983.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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