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Disclosery

Shira Ridge Wealth Management: MSFT position timeline

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

Shira Ridge Wealth Management held 6,244 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,244 shares
    Change vs previous 13F -140 shares

    1.11% of the 13F portfolio, value $3,202,394.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,384 shares
    Change vs previous 13F -26 shares

    0.83% of the 13F portfolio, value $2,381,512.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    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 6,410 shares
    Change vs previous 13F +65 shares

    0.94% of the 13F portfolio, value $2,372,765.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    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 6,345 shares
    Change vs previous 13F -67 shares

    1.23% of the 13F portfolio, value $3,068,336.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    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 6,412 shares
    Change vs previous 13F +2 shares

    1.41% of the 13F portfolio, value $3,321,184.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    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 6,410 shares
    Change vs previous 13F +3 shares

    1.46% of the 13F portfolio, value $3,188,332.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    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 6,407 shares
    Change vs previous 13F +133 shares

    1.2% of the 13F portfolio, value $2,404,954.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    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 6,274 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,644,311.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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