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Disclosery

REDW Wealth LLC: MSFT position timeline

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

REDW Wealth LLC held 3,308 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,308 shares
    Change vs previous 13F +192 shares

    0.44% of the 13F portfolio, value $1,233,983.

    13F-HR 0001688931-26-000007 filed by REDW 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 3,116 shares
    Change vs previous 13F -87 shares

    0.46% of the 13F portfolio, value $1,153,614.

    13F-HR 0001688931-26-000005 filed by REDW 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 3,203 shares
    Change vs previous 13F -111 shares

    0.59% of the 13F portfolio, value $1,548,948.

    13F-HR 0001688931-26-000003 filed by REDW 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 3,314 shares
    Change vs previous 13F +178 shares

    0.65% of the 13F portfolio, value $1,716,740.

    13F-HR 0001688931-25-000012 filed by REDW 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 3,136 shares
    Change vs previous 13F -78 shares

    0.62% of the 13F portfolio, value $1,559,978.

    13F-HR 0001688931-25-000007 filed by REDW 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 3,214 shares
    Change vs previous 13F -4,545 shares

    0.45% of the 13F portfolio, value $1,206,465.

    13F-HR 0001688931-25-000005 filed by REDW 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 7,759 shares
    Change vs previous 13F -3,859 shares

    1.14% of the 13F portfolio, value $3,270,376.

    13F-HR 0001688931-25-000002 filed by REDW 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 11,618 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $4,999,334.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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