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Disclosery

Signature Wealth Management Group: MSFT position timeline

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

Signature Wealth Management Group held 16,362 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 16,362 shares
    Change vs previous 13F +4,536 shares

    2.3% of the 13F portfolio, value $6,056,813.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 11,826 shares
    Change vs previous 13F +246 shares

    2.33% of the 13F portfolio, value $5,719,528.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 11,580 shares
    Change vs previous 13F -90 shares

    2.33% of the 13F portfolio, value $5,997,996.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 11,670 shares
    Change vs previous 13F -61 shares

    2.29% of the 13F portfolio, value $5,804,856.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 11,731 shares
    Change vs previous 13F -110 shares

    1.72% of the 13F portfolio, value $4,403,633.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,841 shares
    Change vs previous 13F +1,319 shares

    2.01% of the 13F portfolio, value $4,991,163.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,522 shares
    Change vs previous 13F +42 shares

    1.82% of the 13F portfolio, value $4,527,689.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 10,480 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $4,684,023.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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