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Disclosery

Platt Wealth Management LLC: MSFT position timeline

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

Platt Wealth Management LLC held 13,032 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,032 shares
    Change vs previous 13F +240 shares

    3.91% of the 13F portfolio, value $4,861,000.

    13F-HR 0002109497-26-000003 filed by Platt 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 12,792 shares
    Change vs previous 13F -2,834 shares

    4.62% of the 13F portfolio, value $4,735,000.

    13F-HR 0002109497-26-000002 filed by Platt 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 15,626 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $7,556,000.

    13F-HR 0002109497-26-000001 filed by Platt Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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