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Disclosery

NewEdge Wealth, LLC: MSFT position timeline

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

NewEdge Wealth, LLC held 808,107 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 808,107 shares
    Change vs previous 13F +39,270 shares

    3.04% of the 13F portfolio, value $301,439,957.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 768,837 shares
    Change vs previous 13F -19,636 shares

    3.4% of the 13F portfolio, value $284,600,511.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 788,473 shares
    Change vs previous 13F +76,636 shares

    4.31% of the 13F portfolio, value $381,321,166.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 711,837 shares
    Change vs previous 13F +19,468 shares

    5.18% of the 13F portfolio, value $361,015,399.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 692,369 shares
    Change vs previous 13F +16,168 shares

    5.65% of the 13F portfolio, value $360,613,320.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 676,201 shares
    Change vs previous 13F -3,730 shares

    4.6% of the 13F portfolio, value $253,839,006.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 679,931 shares
    Change vs previous 13F +36,208 shares

    4.97% of the 13F portfolio, value $286,591,019.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 643,723 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $276,993,960.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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