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Disclosery

Sensible Money, LLC: MSFT position timeline

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

Sensible Money, LLC held 2,419 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,419 shares
    Change vs previous 13F -133 shares

    0.24% of the 13F portfolio, value $902,428.

    13F-HR 0001965229-26-000004 filed by Sensible Money, 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 2,552 shares
    Change vs previous 13F -6 shares

    0.29% of the 13F portfolio, value $944,715.

    13F-HR 0001965229-26-000002 filed by Sensible Money, 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 2,558 shares
    Change vs previous 13F -51 shares

    0.4% of the 13F portfolio, value $1,237,090.

    13F-HR 0001965229-26-000001 filed by Sensible Money, 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 2,609 shares
    Change vs previous 13F -92 shares

    0.46% of the 13F portfolio, value $1,351,263.

    13F-HR 0001965229-25-000002 filed by Sensible Money, 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 2,701 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,343,390.

    13F-HR 0001085146-25-004508 filed by Sensible Money, 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 2,701 shares
    Change vs previous 13F +186 shares

    0.43% of the 13F portfolio, value $1,013,804.

    13F-HR 0001085146-25-003050 filed by Sensible Money, 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 2,515 shares
    Change vs previous 13F -10 shares

    0.46% of the 13F portfolio, value $1,059,880.

    13F-HR 0001085146-25-000576 filed by Sensible Money, 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 2,525 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,086,594.

    13F-HR 0001085146-24-004957 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

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