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Summit Wealth Partners, LLC: MSFT position timeline

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

Summit Wealth Partners, LLC held 15,413 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,413 shares
    Change vs previous 13F +1,233 shares

    0.82% of the 13F portfolio, value $5,749,475.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 14,180 shares
    Change vs previous 13F +8,646 shares

    0.83% of the 13F portfolio, value $5,248,882.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 5,534 shares
    Change vs previous 13F -1,233 shares

    0.49% of the 13F portfolio, value $2,676,409.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 6,767 shares
    Change vs previous 13F +1 shares

    0.63% of the 13F portfolio, value $3,504,794.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 6,766 shares
    Change vs previous 13F -25 shares

    0.64% of the 13F portfolio, value $3,365,610.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 6,791 shares
    Change vs previous 13F +17 shares

    0.52% of the 13F portfolio, value $2,549,220.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 6,774 shares
    Change vs previous 13F +804 shares

    0.59% of the 13F portfolio, value $2,855,386.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 5,970 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,568,853.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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