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Disclosery

Simplicity Wealth,LLC: MSFT position timeline

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

Simplicity Wealth,LLC held 85,761 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,761 shares
    Change vs previous 13F +32,532 shares

    1.08% of the 13F portfolio, value $31,990,687.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 53,229 shares
    Change vs previous 13F +4,757 shares

    1.12% of the 13F portfolio, value $19,703,840.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 48,472 shares
    Change vs previous 13F -6,814 shares

    1.4% of the 13F portfolio, value $23,442,326.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 55,286 shares
    Change vs previous 13F -34,238 shares

    1.66% of the 13F portfolio, value $28,635,241.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 89,524 shares
    Change vs previous 13F +42,543 shares

    1.85% of the 13F portfolio, value $44,530,104.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 46,981 shares
    Change vs previous 13F +20,422 shares

    1.37% of the 13F portfolio, value $17,636,363.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 26,559 shares
    Change vs previous 13F -11,671 shares

    2.33% of the 13F portfolio, value $11,194,492.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 38,230 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $16,450,630.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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