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SAGE PRIVATE WEALTH GROUP, LLC: MSFT position timeline

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

SAGE PRIVATE WEALTH GROUP, LLC held 8,860 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,860 shares
    Change vs previous 13F +793 shares

    1.49% of the 13F portfolio, value $3,304,935.

    13F-HR 0001765380-26-000298 filed by SAGE PRIVATE WEALTH GROUP, 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 8,067 shares
    Change vs previous 13F +923 shares

    1.5% of the 13F portfolio, value $2,986,008.

    13F-HR 0001765380-26-000132 filed by SAGE PRIVATE WEALTH GROUP, 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 7,144 shares
    Change vs previous 13F -395 shares

    1.86% of the 13F portfolio, value $3,455,131.

    13F-HR 0001765380-26-000056 filed by SAGE PRIVATE WEALTH GROUP, 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 7,539 shares
    Change vs previous 13F +118 shares

    2.17% of the 13F portfolio, value $3,904,871.

    13F-HR 0001765380-25-000432 filed by SAGE PRIVATE WEALTH GROUP, 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 7,421 shares
    Change vs previous 13F +52 shares

    2.36% of the 13F portfolio, value $3,691,723.

    13F-HR 0001085146-25-004234 filed by SAGE PRIVATE WEALTH GROUP, 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 7,369 shares
    Change vs previous 13F +142 shares

    2.09% of the 13F portfolio, value $2,766,540.

    13F-HR 0001085146-25-002538 filed by SAGE PRIVATE WEALTH GROUP, 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 7,227 shares
    Change vs previous 13F +100 shares

    2.29% of the 13F portfolio, value $3,046,360.

    13F-HR 0001085146-25-000601 filed by SAGE PRIVATE WEALTH GROUP, 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 7,127 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $3,066,837.

    13F-HR 0001085146-25-000600 filed by SAGE PRIVATE WEALTH GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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