Skip to content
Disclosery

Omnia Family Wealth, LLC: MSFT position timeline

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

Omnia Family Wealth, LLC held 12,258 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,258 shares
    Change vs previous 13F +19 shares

    1.23% of the 13F portfolio, value $4,572,465.

    13F-HR 0001951757-26-000959 filed by Omnia Family 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 12,239 shares
    Change vs previous 13F -3,193 shares

    1.43% of the 13F portfolio, value $4,530,496.

    13F-HR 0001951757-26-000792 filed by Omnia Family 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 15,432 shares
    Change vs previous 13F -89 shares

    2.2% of the 13F portfolio, value $7,463,205.

    13F-HR 0001951757-26-000193 filed by Omnia Family 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 15,521 shares
    Change vs previous 13F +99 shares

    2.61% of the 13F portfolio, value $8,039,082.

    13F-HR 0001951757-25-001299 filed by Omnia Family 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 15,422 shares
    Change vs previous 13F +1,067 shares

    2.78% of the 13F portfolio, value $7,671,038.

    13F-HR 0001951757-25-000973 filed by Omnia Family 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 14,355 shares
    Change vs previous 13F +2,420 shares

    2.25% of the 13F portfolio, value $5,388,709.

    13F-HR 0001951757-25-000438 filed by Omnia Family 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/A 11,935 shares
    Change vs previous 13F +438 shares

    2.08% of the 13F portfolio, value $5,030,586.

    13F-HR/A 0001951757-25-000276 filed by Omnia Family 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 11,497 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $4,947,143.

    13F-HR 0001951757-24-001177 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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