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Disclosery

NRI Wealth Management LC: MSFT position timeline

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

NRI Wealth Management LC held 11,464 MSFT shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 11,464 shares
    Change vs previous 13F +227 shares

    2.83% of the 13F portfolio, value $5,544,340.

    13F-HR 0002027950-26-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 11,237 shares
    Change vs previous 13F +2,379 shares

    3.11% of the 13F portfolio, value $5,820,029.

    13F-HR 0002027950-26-000002 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 8,858 shares
    Change vs previous 13F +1,553 shares

    2.66% of the 13F portfolio, value $4,405,834.

    13F-HR 0002027950-25-000005 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,305 shares
    Change vs previous 13F +489 shares

    2.03% of the 13F portfolio, value $2,742,303.

    13F-HR 0002027950-25-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,816 shares
    Change vs previous 13F +410 shares

    1.98% of the 13F portfolio, value $2,873,102.

    13F-HR 0002027950-25-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 6,406 shares
    Change vs previous 13F +277 shares

    2.22% of the 13F portfolio, value $2,862,993.

    13F-HR 0002027950-24-000001 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,129 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $2,578,415.

    13F-HR 0002027950-24-000004 filed by NRI Wealth Management LC
    Filed (acceptance time not in the bulk data set), ingested

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