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Disclosery

Pacific Wealth Management: MSFT position timeline

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

Pacific Wealth Management held 963 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 963 shares
    Change vs previous 13F -318 shares

    0.22% of the 13F portfolio, value $493,861.

    13F-HR 0001852338-26-000005 filed by Pacific Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,281 shares
    Change vs previous 13F +329 shares

    0.21% of the 13F portfolio, value $477,778.

    13F-HR 0001852338-26-000003 filed by Pacific Wealth Management
    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 952 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $352,245.

    13F-HR 0001852338-26-000002 filed by Pacific Wealth Management
    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 950 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $459,601.

    13F-HR 0001852338-26-000001 filed by Pacific Wealth Management
    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 949 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $491,687.

    13F-HR 0001852338-25-000007 filed by Pacific Wealth Management
    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 948 shares
    Change vs previous 13F +294 shares

    0.23% of the 13F portfolio, value $471,737.

    13F-HR 0001852338-25-000004 filed by Pacific Wealth Management
    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 654 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $245,500.

    13F-HR 0001852338-25-000003 filed by Pacific Wealth Management
    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 653 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $275,058.

    13F-HR 0001852338-25-000002 filed by Pacific Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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