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PATHWAY WEALTH MANAGEMENT LLC: MSFT position timeline

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

PATHWAY WEALTH MANAGEMENT LLC held 6,375 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,375 shares
    Change vs previous 13F -65 shares

    1.66% of the 13F portfolio, value $2,378,003.

    13F-HR 0002085853-26-000781 filed by PATHWAY 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 6,440 shares
    Change vs previous 13F +75 shares

    2.25% of the 13F portfolio, value $2,383,895.

    13F-HR 0002085853-26-000608 filed by PATHWAY 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 6,365 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $3,078,241.

    13F-HR 0002085853-26-000607 filed by PATHWAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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