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Disclosery

Stone Summit Wealth LLC: MSFT position timeline

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

Stone Summit Wealth LLC held 61,882 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,882 shares
    Change vs previous 13F +387 shares

    5.86% of the 13F portfolio, value $23,083,070.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 61,495 shares
    Change vs previous 13F -131 shares

    6.33% of the 13F portfolio, value $22,763,451.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 61,626 shares
    Change vs previous 13F +2 shares

    8.08% of the 13F portfolio, value $29,803,366.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 61,624 shares
    Change vs previous 13F -15 shares

    9.05% of the 13F portfolio, value $31,917,937.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 61,639 shares
    Change vs previous 13F -31 shares

    9.5% of the 13F portfolio, value $30,659,650.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 61,670 shares
    Change vs previous 13F -198 shares

    7.84% of the 13F portfolio, value $23,150,146.

    13F-HR 0001667731-25-000518 filed by Stone Summit 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 61,868 shares
    Change vs previous 13F -88 shares

    8.75% of the 13F portfolio, value $26,077,188.

    13F-HR 0001667731-25-000149 filed by Stone Summit 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 61,956 shares
    Change vs previous 13F not available

    8.6% of the 13F portfolio, value $26,659,489.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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