Quaker Wealth Management, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quaker Wealth Management, LLC on MSFT, newest first. How the timeline and the estimate are built.
Quaker Wealth Management, LLC held 3,807 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,807 sharesChange vs previous 13F +597 shares
0.41% of the 13F portfolio, value $1,420,027.
13F-HR 0001733472-26-000004 filed by Quaker 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 3,210 sharesChange vs previous 13F +556 shares
0.37% of the 13F portfolio, value $1,188,269.
13F-HR 0001733472-26-000002 filed by Quaker 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 2,654 sharesChange vs previous 13F +60 shares
0.41% of the 13F portfolio, value $1,283,589.
13F-HR 0001733472-26-000001 filed by Quaker 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 2,594 sharesChange vs previous 13F +1 shares
0.44% of the 13F portfolio, value $1,343,549.
13F-HR 0001733472-25-000005 filed by Quaker 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 2,593 sharesChange vs previous 13F -150 shares
0.43% of the 13F portfolio, value $1,289,896.
13F-HR 0001733472-25-000003 filed by Quaker 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 2,743 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $1,180,338.
13F-HR 0001733472-24-000003 filed by Quaker Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).