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Rockline Wealth Management, LLC: MSFT position timeline

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

Rockline Wealth Management, LLC held 57,704 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,704 shares
    Change vs previous 13F +74 shares

    4.12% of the 13F portfolio, value $21,524,957.

    13F-HR 0001172661-26-002781 filed by Rockline 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 57,630 shares
    Change vs previous 13F +172 shares

    4.64% of the 13F portfolio, value $21,332,827.

    13F-HR 0001172661-26-001574 filed by Rockline 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 57,458 shares
    Change vs previous 13F +1,210 shares

    5.67% of the 13F portfolio, value $27,788,207.

    13F-HR 0001172661-26-000560 filed by Rockline 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 56,248 shares
    Change vs previous 13F +174 shares

    6.03% of the 13F portfolio, value $29,133,579.

    13F-HR 0001172661-25-004538 filed by Rockline 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 56,074 shares
    Change vs previous 13F +114 shares

    6.6% of the 13F portfolio, value $27,891,636.

    13F-HR 0001172661-25-002900 filed by Rockline 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 55,960 shares
    Change vs previous 13F +1,154 shares

    5.85% of the 13F portfolio, value $21,006,740.

    13F-HR 0001172661-25-001525 filed by Rockline 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 54,806 shares
    Change vs previous 13F +1,210 shares

    6.17% of the 13F portfolio, value $23,100,789.

    13F-HR 0001172661-25-000354 filed by Rockline Wealth Management, 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 53,596 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $23,062,279.

    13F-HR 0001172661-24-004284 filed by Rockline Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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