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Riverbend Wealth Management, LLC: MSFT position timeline

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

Riverbend Wealth Management, LLC held 11,320 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,320 shares
    Change vs previous 13F +1,553 shares

    2.15% of the 13F portfolio, value $4,222,445.

    13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, 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 9,767 shares
    Change vs previous 13F +1,055 shares

    2.25% of the 13F portfolio, value $3,615,455.

    13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, 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 8,712 shares
    Change vs previous 13F +390 shares

    2.65% of the 13F portfolio, value $4,213,404.

    13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, 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 8,322 shares
    Change vs previous 13F +211 shares

    3.01% of the 13F portfolio, value $4,310,129.

    13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, 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 8,111 shares
    Change vs previous 13F +65 shares

    3.05% of the 13F portfolio, value $4,034,479.

    13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, 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 8,046 shares
    Change vs previous 13F +196 shares

    2.7% of the 13F portfolio, value $3,020,334.

    13F-HR 0001085146-25-002262 filed by Riverbend Wealth Management, 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 7,850 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $3,317,544.

    13F-HR 0001085146-25-000896 filed by Riverbend Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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