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PMG Wealth Management, Inc.: MSFT position timeline

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

PMG Wealth Management, Inc. held 3,141 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,141 shares
    Change vs previous 13F -3 shares

    0.72% of the 13F portfolio, value $1,171,663.

    13F-HR 0001214659-26-009603 filed by PMG Wealth Management, Inc.
    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 3,144 shares
    Change vs previous 13F -905 shares

    0.84% of the 13F portfolio, value $1,163,819.

    13F-HR 0001214659-26-004768 filed by PMG Wealth Management, Inc.
    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 4,049 shares
    Change vs previous 13F +37 shares

    1.43% of the 13F portfolio, value $1,957,953.

    13F-HR 0001214659-26-000777 filed by PMG Wealth Management, Inc.
    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 4,012 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $2,060,402.

    13F-HR 0001214659-25-015655 filed by PMG Wealth Management, Inc.
    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 4,012 shares
    Change vs previous 13F -105 shares

    1.65% of the 13F portfolio, value $1,995,375.

    13F-HR 0001214659-25-010490 filed by PMG Wealth Management, Inc.
    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 4,117 shares
    Change vs previous 13F -4,603 shares

    1.64% of the 13F portfolio, value $1,545,304.

    13F-HR 0001214659-25-005623 filed by PMG Wealth Management, Inc.
    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 8,720 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $3,675,408.

    13F-HR 0001214659-25-001715 filed by PMG Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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