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Partnership Wealth Management, LLC: MSFT position timeline

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

Partnership Wealth Management, LLC held 5,978 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 5,978 shares
    Change vs previous 13F -77 shares

    2.19% of the 13F portfolio, value $3,066,079.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,055 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $2,258,609.

    13F-HR 0002010656-26-000004 filed by Partnership 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 ended2026-03-31
    13F 6,055 shares
    Change vs previous 13F -2,573 shares

    1.71% of the 13F portfolio, value $2,241,352.

    13F-HR 0002010656-26-000003 filed by Partnership 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 ended2025-12-31
    13F 8,628 shares
    Change vs previous 13F +204 shares

    3% of the 13F portfolio, value $4,172,813.

    13F-HR 0002010656-26-000001 filed by Partnership 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 ended2025-09-30
    13F 8,424 shares
    Change vs previous 13F -102 shares

    3.36% of the 13F portfolio, value $4,363,360.

    13F-HR 0002010656-25-000007 filed by Partnership 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 ended2025-06-30
    13F 8,526 shares
    Change vs previous 13F +99 shares

    3.43% of the 13F portfolio, value $4,240,994.

    13F-HR 0002010656-25-000004 filed by Partnership 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 ended2025-03-31
    13F 8,427 shares
    Change vs previous 13F -113 shares

    2.69% of the 13F portfolio, value $3,163,469.

    13F-HR 0002010656-25-000003 filed by Partnership 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 ended2024-12-31
    13F 8,540 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $3,599,674.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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