Skip to content
Disclosery

Olistico Wealth, LLC: MSFT position timeline

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

Olistico Wealth, LLC held 8,188 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,188 shares
    Change vs previous 13F -15 shares

    1.76% of the 13F portfolio, value $4,199,863.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,203 shares
    Change vs previous 13F -334 shares

    1.31% of the 13F portfolio, value $3,059,986.

    13F-HR 0001962695-26-000003 filed by Olistico 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 ended2026-03-31
    13F 8,537 shares
    Change vs previous 13F +833 shares

    1.56% of the 13F portfolio, value $3,160,159.

    13F-HR 0001962695-26-000002 filed by Olistico 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 ended2025-12-31
    13F 7,704 shares
    Change vs previous 13F +99 shares

    1.82% of the 13F portfolio, value $3,725,722.

    13F-HR 0001962695-26-000001 filed by Olistico 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 ended2025-09-30
    13F 7,605 shares
    Change vs previous 13F 0 shares

    2.08% of the 13F portfolio, value $3,939,096.

    13F-HR 0001962695-25-000005 filed by Olistico 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 ended2025-06-30
    13F 7,605 shares
    Change vs previous 13F +113 shares

    2.1% of the 13F portfolio, value $3,782,803.

    13F-HR 0001962695-25-000003 filed by Olistico 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 ended2025-03-31
    13F 7,492 shares
    Change vs previous 13F +834 shares

    1.74% of the 13F portfolio, value $2,812,733.

    13F-HR 0001965653-25-000005 filed by Olistico 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 ended2024-12-31
    13F 6,658 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,806,184.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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