Skip to content
Disclosery

Rothschild Wealth LLC: MSFT position timeline

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

Rothschild Wealth LLC held 24,987 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,987 shares
    Change vs previous 13F +3,335 shares

    0.74% of the 13F portfolio, value $9,320,900.

    13F-HR 0001104659-26-093815 filed by Rothschild 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 21,652 shares
    Change vs previous 13F +8,070 shares

    0.72% of the 13F portfolio, value $8,014,967.

    13F-HR 0001104659-26-055991 filed by Rothschild 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/A 13,582 shares
    Change vs previous 13F +3,902 shares

    0.63% of the 13F portfolio, value $6,568,832.

    13F-HR/A 0001104659-26-015620 filed by Rothschild 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 9,680 shares
    Change vs previous 13F +1,007 shares

    1.09% of the 13F portfolio, value $5,013,901.

    13F-HR 0001104659-25-112060 filed by Rothschild 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 8,673 shares
    Change vs previous 13F +1,202 shares

    1.06% of the 13F portfolio, value $4,314,131.

    13F-HR 0001104659-25-077736 filed by Rothschild 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 7,471 shares
    Change vs previous 13F +779 shares

    0.79% of the 13F portfolio, value $2,804,565.

    13F-HR 0001104659-25-049217 filed by Rothschild 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 6,692 shares
    Change vs previous 13F +208 shares

    0.82% of the 13F portfolio, value $2,820,645.

    13F-HR 0001104659-25-013068 filed by Rothschild 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 6,484 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,789,984.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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