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Disclosery

Obermeyer Wealth Partners: MSFT position timeline

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

Obermeyer Wealth Partners held 201,468 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,468 shares
    Change vs previous 13F -1,115 shares

    3.07% of the 13F portfolio, value $75,151,755.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 202,583 shares
    Change vs previous 13F -33 shares

    3.45% of the 13F portfolio, value $74,990,190.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 202,616 shares
    Change vs previous 13F -7,339 shares

    4.48% of the 13F portfolio, value $97,989,223.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 209,955 shares
    Change vs previous 13F -2,678 shares

    5.09% of the 13F portfolio, value $108,746,076.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 212,633 shares
    Change vs previous 13F +76 shares

    5.27% of the 13F portfolio, value $105,765,760.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 212,557 shares
    Change vs previous 13F -3,282 shares

    4.26% of the 13F portfolio, value $79,791,928.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 215,839 shares
    Change vs previous 13F -837 shares

    4.74% of the 13F portfolio, value $90,976,183.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 216,676 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $93,235,551.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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