Skip to content
Disclosery

StoneCrest Wealth Management, Inc.: MSFT position timeline

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

StoneCrest Wealth Management, Inc. held 14,457 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,457 shares
    Change vs previous 13F +681 shares

    1.72% of the 13F portfolio, value $5,392,750.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 13,776 shares
    Change vs previous 13F +209 shares

    2.16% of the 13F portfolio, value $5,099,462.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 13,567 shares
    Change vs previous 13F +415 shares

    2.65% of the 13F portfolio, value $6,561,273.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 13,152 shares
    Change vs previous 13F +6 shares

    2.98% of the 13F portfolio, value $6,812,078.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 13,146 shares
    Change vs previous 13F -237 shares

    3.12% of the 13F portfolio, value $6,538,952.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 13,383 shares
    Change vs previous 13F -31 shares

    3.19% of the 13F portfolio, value $5,023,844.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    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 13,414 shares
    Change vs previous 13F +182 shares

    3.69% of the 13F portfolio, value $5,654,001.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
    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 13,232 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $5,693,730.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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