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Retirement Wealth Solutions LLC: MSFT position timeline

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

Retirement Wealth Solutions LLC held 2,694 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,694 shares
    Change vs previous 13F +256 shares

    0.73% of the 13F portfolio, value $1,381,971.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,438 shares
    Change vs previous 13F -33 shares

    0.5% of the 13F portfolio, value $909,400.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,471 shares
    Change vs previous 13F -149 shares

    0.58% of the 13F portfolio, value $914,712.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,620 shares
    Change vs previous 13F -9 shares

    0.8% of the 13F portfolio, value $1,267,243.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,629 shares
    Change vs previous 13F +2 shares

    0.89% of the 13F portfolio, value $1,361,466.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,627 shares
    Change vs previous 13F -32 shares

    0.95% of the 13F portfolio, value $1,306,702.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,659 shares
    Change vs previous 13F +334 shares

    0.81% of the 13F portfolio, value $998,305.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,325 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $974,201.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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