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Strategic Wealth Investment Group, LLC: MSFT position timeline

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

Strategic Wealth Investment Group, LLC held 54,215 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 54,215 shares
    Change vs previous 13F -10,186 shares

    2.45% of the 13F portfolio, value $20,223,251.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, 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 64,401 shares
    Change vs previous 13F +6,192 shares

    3.03% of the 13F portfolio, value $23,839,258.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, 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 58,209 shares
    Change vs previous 13F -27,223 shares

    3.46% of the 13F portfolio, value $28,151,269.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment Group, 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 85,432 shares
    Change vs previous 13F +80,048 shares

    3.72% of the 13F portfolio, value $44,249,651.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, 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 5,384 shares
    Change vs previous 13F +80 shares

    3.88% of the 13F portfolio, value $2,677,955.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment Group, 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 5,304 shares
    Change vs previous 13F -65,593 shares

    3.46% of the 13F portfolio, value $1,990,908.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, 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/A 70,897 shares
    Change vs previous 13F +2,877 shares

    3.3% of the 13F portfolio, value $29,883,633.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, 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 68,020 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $28,615,128.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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