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Disclosery

Palumbo Wealth Management LLC: MSFT position timeline

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

Palumbo Wealth Management LLC held 33,335 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,335 shares
    Change vs previous 13F +9,917 shares

    2.6% of the 13F portfolio, value $12,434,760.

    13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management 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 23,418 shares
    Change vs previous 13F +1,088 shares

    2.12% of the 13F portfolio, value $8,668,796.

    13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management 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 22,330 shares
    Change vs previous 13F +88 shares

    2.66% of the 13F portfolio, value $10,799,043.

    13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management 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 22,242 shares
    Change vs previous 13F +2,161 shares

    3.28% of the 13F portfolio, value $10,269,804.

    13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management 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 20,081 shares
    Change vs previous 13F +59 shares

    3.09% of the 13F portfolio, value $9,988,610.

    13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management 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 20,022 shares
    Change vs previous 13F +2,851 shares

    2.51% of the 13F portfolio, value $7,516,018.

    13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management 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 17,171 shares
    Change vs previous 13F +901 shares

    2.7% of the 13F portfolio, value $7,237,483.

    13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management 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 16,270 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $7,001,095.

    13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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