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Disclosery

Spectrum Wealth Counsel, LLC: MSFT position timeline

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

Spectrum Wealth Counsel, LLC held 51,894 MSFT shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 51,894 shares
    Change vs previous 13F +1,101 shares

    2.34% of the 13F portfolio, value $19,480,646.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 50,793 shares
    Change vs previous 13F -323 shares

    2.52% of the 13F portfolio, value $21,409,325.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 51,116 shares
    Change vs previous 13F -2,130 shares

    2.6% of the 13F portfolio, value $21,995,200.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 53,246 shares
    Change vs previous 13F -1,992 shares

    3.01% of the 13F portfolio, value $23,798,193.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 55,238 shares
    Change vs previous 13F +1,768 shares

    2.84% of the 13F portfolio, value $23,239,548.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 53,470 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $20,106,993.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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