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Disclosery

Quantum Private Wealth, LLC: MSFT position timeline

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

Quantum Private Wealth, LLC held 41,168 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,168 shares
    Change vs previous 13F -1,467 shares

    3.94% of the 13F portfolio, value $15,356,641.

    13F-HR 0001104659-26-088264 filed by Quantum Private 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 42,635 shares
    Change vs previous 13F -140 shares

    4.88% of the 13F portfolio, value $15,782,152.

    13F-HR 0001104659-26-049289 filed by Quantum Private 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 42,775 shares
    Change vs previous 13F +214 shares

    6.04% of the 13F portfolio, value $20,686,823.

    13F-HR 0001104659-26-011333 filed by Quantum Private 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 42,561 shares
    Change vs previous 13F +358 shares

    6.44% of the 13F portfolio, value $22,044,223.

    13F-HR 0001104659-25-109035 filed by Quantum Private 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 42,203 shares
    Change vs previous 13F -1,724 shares

    6.8% of the 13F portfolio, value $20,991,957.

    13F-HR 0001104659-25-076731 filed by Quantum Private 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 43,927 shares
    Change vs previous 13F -2,465 shares

    6.24% of the 13F portfolio, value $16,489,577.

    13F-HR 0001172661-25-001753 filed by Quantum Private Wealth, 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 46,392 shares
    Change vs previous 13F +1,910 shares

    6.25% of the 13F portfolio, value $19,554,027.

    13F-HR 0001172661-25-000433 filed by Quantum Private Wealth, 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 44,482 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $19,140,400.

    13F-HR 0001172661-24-004427 filed by Quantum Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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