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RVW Wealth, LLC: MSFT position timeline

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

RVW Wealth, LLC held 8,079 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,079 shares
    Change vs previous 13F +4,006 shares

    0.27% of the 13F portfolio, value $4,143,763.

    13F-HR 0001756543-26-000005 filed by RVW Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,073 shares
    Change vs previous 13F -860 shares

    0.1% of the 13F portfolio, value $1,519,278.

    13F-HR 0001756543-26-000003 filed by RVW 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 ended2026-03-31
    13F 4,933 shares
    Change vs previous 13F +310 shares

    0.14% of the 13F portfolio, value $1,826,075.

    13F-HR 0001756543-26-000002 filed by RVW 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 ended2025-12-31
    13F 4,623 shares
    Change vs previous 13F -427 shares

    0.17% of the 13F portfolio, value $2,235,898.

    13F-HR 0001756543-26-000001 filed by RVW 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 ended2025-09-30
    13F 5,050 shares
    Change vs previous 13F -177 shares

    0.2% of the 13F portfolio, value $2,615,424.

    13F-HR 0001756543-25-000009 filed by RVW 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 ended2025-06-30
    13F 5,227 shares
    Change vs previous 13F -1,202 shares

    0.22% of the 13F portfolio, value $2,599,881.

    13F-HR 0001756543-25-000007 filed by RVW 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 ended2025-03-31
    13F 6,429 shares
    Change vs previous 13F -325 shares

    0.23% of the 13F portfolio, value $2,413,378.

    13F-HR 0001756543-25-000006 filed by RVW 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 ended2024-12-31
    13F 6,754 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,846,662.

    13F-HR 0001756543-25-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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