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Spahn Wealth & Retirement LLC: MSFT position timeline

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

Spahn Wealth & Retirement LLC held 1,364 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,364 shares
    Change vs previous 13F -9,553 shares

    0.33% of the 13F portfolio, value $508,799.

    13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement 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 10,917 shares
    Change vs previous 13F 0 shares

    5.14% of the 13F portfolio, value $4,041,146.

    13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement 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 10,917 shares
    Change vs previous 13F +141 shares

    3.28% of the 13F portfolio, value $5,279,680.

    13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement 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 10,776 shares
    Change vs previous 13F -224 shares

    3.31% of the 13F portfolio, value $5,581,429.

    13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement 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 11,000 shares
    Change vs previous 13F -75 shares

    3.52% of the 13F portfolio, value $5,471,510.

    13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement 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 11,075 shares
    Change vs previous 13F -42 shares

    3.05% of the 13F portfolio, value $4,157,444.

    13F-HR 0001949033-25-000005 filed by Spahn Wealth & Retirement 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 11,117 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $4,685,816.

    13F-HR 0001949033-25-000001 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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