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QTR Family Wealth, LLC: MSFT position timeline

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

QTR Family Wealth, LLC held 18,888 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,888 shares
    Change vs previous 13F +560 shares

    2.45% of the 13F portfolio, value $7,045,739.

    13F-HR 0002067954-26-000003 filed by QTR Family Wealth, 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 18,328 shares
    Change vs previous 13F +2,043 shares

    3% of the 13F portfolio, value $7,204,983.

    13F-HR 0002067954-26-000002 filed by QTR Family Wealth, 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 16,285 shares
    Change vs previous 13F +58 shares

    2.96% of the 13F portfolio, value $6,730,254.

    13F-HR 0002067954-26-000001 filed by QTR Family Wealth, 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 16,227 shares
    Change vs previous 13F +2,209 shares

    3.99% of the 13F portfolio, value $8,404,600.

    13F-HR 0002067954-25-000004 filed by QTR Family Wealth, 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 14,018 shares
    Change vs previous 13F +2,039 shares

    4.32% of the 13F portfolio, value $6,972,542.

    13F-HR 0002067954-25-000002 filed by QTR Family Wealth, 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 11,979 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $4,496,744.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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