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Disclosery

Peninsula Wealth, LLC: MSFT position timeline

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

Peninsula Wealth, LLC held 10,954 MSFT shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 10,954 shares
    Change vs previous 13F +315 shares

    0.79% of the 13F portfolio, value $4,617,080.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 10,639 shares
    Change vs previous 13F +302 shares

    0.77% of the 13F portfolio, value $4,427,078.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 10,337 shares
    Change vs previous 13F -29 shares

    0.88% of the 13F portfolio, value $4,688,294.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 10,366 shares
    Change vs previous 13F +50 shares

    0.87% of the 13F portfolio, value $4,361,127.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 10,316 shares
    Change vs previous 13F +233 shares

    0.8% of the 13F portfolio, value $3,879,247.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 10,083 shares
    Change vs previous 13F +852 shares

    0.78% of the 13F portfolio, value $3,320,614.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 9,231 shares
    Change vs previous 13F +184 shares

    0.82% of the 13F portfolio, value $3,143,630.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 9,047 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,608,322.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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