Prentice Wealth Management LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prentice Wealth Management LLC on MSFT, newest first. How the timeline and the estimate are built.
Prentice Wealth Management LLC held 9,837 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 9,837 sharesChange vs previous 13F +482 shares
0.76% of the 13F portfolio, value $3,669,284.
13F-HR 0001941040-26-000416 filed by Prentice Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,355 sharesChange vs previous 13F -127 shares
0.78% of the 13F portfolio, value $3,463,027.
13F-HR 0001941040-26-000228 filed by Prentice Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,482 sharesChange vs previous 13F +69 shares
1.05% of the 13F portfolio, value $4,585,777.
13F-HR 0001941040-26-000061 filed by Prentice Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,413 sharesChange vs previous 13F -182 shares
1.2% of the 13F portfolio, value $4,875,538.
13F-HR 0001941040-25-000535 filed by Prentice Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,595 sharesChange vs previous 13F -314 shares
1.25% of the 13F portfolio, value $4,772,701.
13F-HR 0001941040-25-000382 filed by Prentice Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,909 sharesChange vs previous 13F -345 shares
1.07% of the 13F portfolio, value $3,719,763.
13F-HR 0001941040-25-000212 filed by Prentice Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,254 sharesChange vs previous 13F -147 shares
1.25% of the 13F portfolio, value $4,322,088.
13F-HR 0001941040-25-000053 filed by Prentice Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,401 sharesChange vs previous 13F not available
1.33% of the 13F portfolio, value $4,475,578.
13F-HR 0001941040-24-000420 filed by Prentice Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).