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Disclosery

Performance Wealth Partners, LLC: MSFT position timeline

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

Performance Wealth Partners, LLC held 316,280 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 316,280 shares
    Change vs previous 13F -138,818 shares

    2.93% of the 13F portfolio, value $117,978,724.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 455,098 shares
    Change vs previous 13F -7,387 shares

    4.89% of the 13F portfolio, value $168,463,448.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 462,485 shares
    Change vs previous 13F -6,695 shares

    6.06% of the 13F portfolio, value $223,666,969.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 469,180 shares
    Change vs previous 13F +2,377 shares

    6.78% of the 13F portfolio, value $243,011,836.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 466,803 shares
    Change vs previous 13F -692 shares

    7.43% of the 13F portfolio, value $232,192,340.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 467,495 shares
    Change vs previous 13F +231 shares

    6.27% of the 13F portfolio, value $175,492,766.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 467,264 shares
    Change vs previous 13F +920 shares

    6.33% of the 13F portfolio, value $196,951,819.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 466,344 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $200,663,724.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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