Skip to content
Disclosery

SFG Wealth Management, LLC.: MSFT position timeline

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

SFG Wealth Management, LLC. held 3,307 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,307 shares
    Change vs previous 13F -71 shares

    0.44% of the 13F portfolio, value $1,233,646.

    13F-HR 0001908914-26-000005 filed by SFG 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 3,378 shares
    Change vs previous 13F -844 shares

    0.51% of the 13F portfolio, value $1,250,369.

    13F-HR 0001908914-26-000003 filed by SFG 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 4,222 shares
    Change vs previous 13F -40 shares

    0.8% of the 13F portfolio, value $2,042,075.

    13F-HR 0001908914-26-000002 filed by SFG 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 4,262 shares
    Change vs previous 13F -547 shares

    0.96% of the 13F portfolio, value $2,207,371.

    13F-HR 0001908914-25-000005 filed by SFG 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 4,809 shares
    Change vs previous 13F +151 shares

    1.45% of the 13F portfolio, value $2,391,955.

    13F-HR 0001085146-25-004187 filed by SFG 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 4,658 shares
    Change vs previous 13F -2,437 shares

    0.85% of the 13F portfolio, value $1,748,543.

    13F-HR 0001085146-25-002300 filed by SFG 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 7,095 shares
    Change vs previous 13F +48 shares

    1.57% of the 13F portfolio, value $2,990,431.

    13F-HR 0001085146-25-000281 filed by SFG 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 7,047 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,032,207.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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