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Disclosery

Peterson Wealth Services: MSFT position timeline

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

Peterson Wealth Services held 17,901 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,901 shares
    Change vs previous 13F +617 shares

    1.46% of the 13F portfolio, value $6,677,410.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 17,284 shares
    Change vs previous 13F +778 shares

    1.58% of the 13F portfolio, value $6,398,037.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 16,506 shares
    Change vs previous 13F +15,261 shares

    2.04% of the 13F portfolio, value $7,982,352.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 1,245 shares
    Change vs previous 13F -15,501 shares

    2.38% of the 13F portfolio, value $8,610,845.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 16,746 shares
    Change vs previous 13F +271 shares

    2.28% of the 13F portfolio, value $8,329,343.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 16,475 shares
    Change vs previous 13F +904 shares

    1.92% of the 13F portfolio, value $6,184,458.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 15,571 shares
    Change vs previous 13F -165 shares

    1.97% of the 13F portfolio, value $6,563,042.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 15,736 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $6,771,072.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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