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My Personal CFO, LLC: MSFT position timeline

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

My Personal CFO, LLC held 52,047 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,047 shares
    Change vs previous 13F +3,824 shares

    7.58% of the 13F portfolio, value $19,414,667.

    13F-HR 0001754960-26-000575 filed by My Personal CFO, 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 48,223 shares
    Change vs previous 13F +1,903 shares

    7.82% of the 13F portfolio, value $17,850,566.

    13F-HR 0001754960-26-000293 filed by My Personal CFO, 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 46,320 shares
    Change vs previous 13F +45,044 shares

    9.35% of the 13F portfolio, value $22,401,274.

    13F-HR 0001754960-26-000077 filed by My Personal CFO, 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 1,276 shares
    Change vs previous 13F -35,042 shares

    0.26% of the 13F portfolio, value $660,956.

    13F-HR 0001754960-25-000700 filed by My Personal CFO, 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 36,318 shares
    Change vs previous 13F -8,392 shares

    8.21% of the 13F portfolio, value $18,064,843.

    13F-HR 0001754960-25-000441 filed by My Personal CFO, 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 44,710 shares
    Change vs previous 13F +1,706 shares

    8.45% of the 13F portfolio, value $16,783,819.

    13F-HR 0001754960-25-000247 filed by My Personal CFO, 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 43,004 shares
    Change vs previous 13F +4,639 shares

    9.29% of the 13F portfolio, value $18,126,226.

    13F-HR 0001754960-25-000067 filed by My Personal CFO, LLC
    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 38,365 shares
    Change vs previous 13F not available

    9.05% of the 13F portfolio, value $16,508,466.

    13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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