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Disclosery

Signify Wealth: MSFT position timeline

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

Signify Wealth held 2,211 MSFT shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,211 shares
    Change vs previous 13F +1 shares

    1.05% of the 13F portfolio, value $932,044.

    13F-HR 0001769062-25-000002 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 2,210 shares
    Change vs previous 13F -98 shares

    1.16% of the 13F portfolio, value $950,823.

    13F-HR 0001769062-24-000006 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 2,308 shares
    Change vs previous 13F -201 shares

    1.48% of the 13F portfolio, value $1,031,623.

    13F-HR 0001769062-24-000003 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 2,509 shares
    Change vs previous 13F +294 shares

    1.75% of the 13F portfolio, value $1,055,450.

    13F-HR 0001769062-24-000002 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 2,215 shares
    Change vs previous 13F -52 shares

    1.26% of the 13F portfolio, value $832,988.

    13F-HR 0001769062-24-000001 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 2,267 shares
    Change vs previous 13F +146 shares

    0.96% of the 13F portfolio, value $715,905.

    13F-HR 0001769062-23-000005 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 2,121 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $722,441.

    13F-HR 0001769062-23-000004 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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