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Disclosery

Private Wealth Partners, LLC: MSFT position timeline

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

Private Wealth Partners, LLC held 187,537 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 187,537 shares
    Change vs previous 13F -13,906 shares

    5.02% of the 13F portfolio, value $69,954,889.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 201,443 shares
    Change vs previous 13F +626 shares

    5.74% of the 13F portfolio, value $74,568,254.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 200,817 shares
    Change vs previous 13F -4,282 shares

    6.88% of the 13F portfolio, value $97,119,108.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 205,099 shares
    Change vs previous 13F -1,769 shares

    7.57% of the 13F portfolio, value $106,230,892.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 206,868 shares
    Change vs previous 13F -7,062 shares

    8.03% of the 13F portfolio, value $102,897,978.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 213,930 shares
    Change vs previous 13F -10,962 shares

    6.65% of the 13F portfolio, value $80,307,132.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 224,892 shares
    Change vs previous 13F -848 shares

    7.26% of the 13F portfolio, value $94,792,017.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 225,740 shares
    Change vs previous 13F not available

    7.74% of the 13F portfolio, value $97,135,973.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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