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Disclosery

POTENTIA WEALTH: MSFT position timeline

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

POTENTIA WEALTH held 2,510 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,510 shares
    Change vs previous 13F -1,841 shares

    0.38% of the 13F portfolio, value $936,149.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 4,351 shares
    Change vs previous 13F -12,866 shares

    0.62% of the 13F portfolio, value $1,610,454.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 17,217 shares
    Change vs previous 13F +374 shares

    3.05% of the 13F portfolio, value $8,326,613.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 16,843 shares
    Change vs previous 13F -703 shares

    3.33% of the 13F portfolio, value $8,724,092.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 17,546 shares
    Change vs previous 13F +316 shares

    4.97% of the 13F portfolio, value $8,727,437.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 17,230 shares
    Change vs previous 13F +484 shares

    3.03% of the 13F portfolio, value $6,467,976.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 16,746 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $7,058,503.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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