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STEINBERGANNA WEALTH MANAGEMENT: MSFT position timeline

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

STEINBERGANNA WEALTH MANAGEMENT held 8,390 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,390 shares
    Change vs previous 13F -715 shares

    1.27% of the 13F portfolio, value $3,129,801.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 9,105 shares
    Change vs previous 13F +7 shares

    1.62% of the 13F portfolio, value $3,370,353.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 9,098 shares
    Change vs previous 13F -122 shares

    2.06% of the 13F portfolio, value $4,399,904.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    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 9,220 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $4,775,270.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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