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Perigon Wealth Management, LLC: MSFT position timeline

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

Perigon Wealth Management, LLC held 188,165 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 188,165 shares
    Change vs previous 13F +235 shares

    1.11% of the 13F portfolio, value $70,189,161.

    13F-HR 0001951757-26-001189 filed by Perigon 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 187,930 shares
    Change vs previous 13F +5,416 shares

    1.26% of the 13F portfolio, value $69,565,879.

    13F-HR 0001951757-26-000567 filed by Perigon 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 182,514 shares
    Change vs previous 13F +14,493 shares

    1.58% of the 13F portfolio, value $88,267,268.

    13F-HR 0001951757-26-000202 filed by Perigon 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 168,021 shares
    Change vs previous 13F +8,570 shares

    1.78% of the 13F portfolio, value $87,026,513.

    13F-HR 0001951757-25-001161 filed by Perigon 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 159,451 shares
    Change vs previous 13F -16,405 shares

    1.85% of the 13F portfolio, value $79,312,565.

    13F-HR 0001951757-25-000869 filed by Perigon 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 175,856 shares
    Change vs previous 13F -4,644 shares

    1.7% of the 13F portfolio, value $66,014,829.

    13F-HR 0001951757-25-000439 filed by Perigon 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 180,500 shares
    Change vs previous 13F +11,566 shares

    1.88% of the 13F portfolio, value $76,636,333.

    13F-HR 0001951757-25-000106 filed by Perigon 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 168,934 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $72,691,974.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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