Skip to content
Disclosery

Petros Family Wealth, LLC: MSFT position timeline

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

Petros Family Wealth, LLC held 9,937 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 9,937 shares
    Change vs previous 13F +234 shares

    2.27% of the 13F portfolio, value $3,706,783.

    13F-HR 0002004963-26-000003 filed by Petros Family 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 ended2026-03-31
    13F 9,703 shares
    Change vs previous 13F -1,280 shares

    2.56% of the 13F portfolio, value $3,591,780.

    13F-HR 0002004963-26-000002 filed by Petros Family 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 ended2025-12-31
    13F 10,983 shares
    Change vs previous 13F +1,649 shares

    3.54% of the 13F portfolio, value $5,311,551.

    13F-HR 0002004963-26-000001 filed by Petros Family 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 ended2025-09-30
    13F 9,334 shares
    Change vs previous 13F +333 shares

    4.05% of the 13F portfolio, value $4,834,407.

    13F-HR 0002004963-25-000006 filed by Petros Family 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 ended2025-06-30
    13F 9,001 shares
    Change vs previous 13F +143 shares

    4.09% of the 13F portfolio, value $4,477,382.

    13F-HR 0002004963-25-000005 filed by Petros Family 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 ended2025-03-31
    13F 8,858 shares
    Change vs previous 13F +651 shares

    3.68% of the 13F portfolio, value $3,325,215.

    13F-HR 0002004963-25-000002 filed by Petros Family 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 ended2024-12-31
    13F 8,207 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $3,459,162.

    13F-HR 0002004963-25-000001 filed by Petros Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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