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PURSUE WEALTH PARTNERS LLC: MSFT position timeline

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

PURSUE WEALTH PARTNERS LLC held 16,837 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,837 shares
    Change vs previous 13F -6,928 shares

    3.52% of the 13F portfolio, value $6,280,370.

    13F-HR 0001951757-26-001186 filed by PURSUE 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 23,765 shares
    Change vs previous 13F -7,206 shares

    5.26% of the 13F portfolio, value $8,797,000.

    13F-HR 0001951757-26-000531 filed by PURSUE 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 30,971 shares
    Change vs previous 13F +11,114 shares

    7.28% of the 13F portfolio, value $14,978,000.

    13F-HR 0001951757-26-000292 filed by PURSUE 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 19,857 shares
    Change vs previous 13F -557 shares

    5.65% of the 13F portfolio, value $10,284,933.

    13F-HR 0001951757-25-001324 filed by PURSUE 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 20,414 shares
    Change vs previous 13F -1,407 shares

    5.77% of the 13F portfolio, value $10,154,128.

    13F-HR 0001951757-25-001077 filed by PURSUE 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 21,821 shares
    Change vs previous 13F 0 shares

    4.99% of the 13F portfolio, value $8,191,385.

    13F-HR 0001951757-25-000420 filed by PURSUE 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 21,821 shares
    Change vs previous 13F -15,122 shares

    5.26% of the 13F portfolio, value $9,197,552.

    13F-HR 0001951757-25-000203 filed by PURSUE 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 36,943 shares
    Change vs previous 13F not available

    8.69% of the 13F portfolio, value $15,896,573.

    13F-HR 0001951757-24-001138 filed by PURSUE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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