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Pines Wealth Management, LLC: MSFT position timeline

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

Pines Wealth Management, LLC held 22,137 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,137 shares
    Change vs previous 13F -195 shares

    2.38% of the 13F portfolio, value $8,257,689.

    13F-HR 0001951757-26-001023 filed by Pines 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 22,332 shares
    Change vs previous 13F +489 shares

    2.68% of the 13F portfolio, value $8,266,689.

    13F-HR 0001951757-26-000527 filed by Pines 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 21,843 shares
    Change vs previous 13F -38 shares

    3.42% of the 13F portfolio, value $10,563,666.

    13F-HR 0001951757-26-000342 filed by Pines 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 21,881 shares
    Change vs previous 13F -522 shares

    3.82% of the 13F portfolio, value $11,333,111.

    13F-HR 0001951757-25-001248 filed by Pines 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 22,403 shares
    Change vs previous 13F +1,608 shares

    3.95% of the 13F portfolio, value $11,175,278.

    13F-HR 0001951757-25-000603 filed by Pines 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 20,795 shares
    Change vs previous 13F +1,327 shares

    3.41% of the 13F portfolio, value $7,373,213.

    13F-HR 0001951757-25-000336 filed by Pines 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 19,468 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $8,156,220.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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