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SURIENCE PRIVATE WEALTH LLC: MSFT position timeline

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

SURIENCE PRIVATE WEALTH LLC held 956 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 956 shares
    Change vs previous 13F -6,446 shares

    0.31% of the 13F portfolio, value $356,612.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE 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 7,402 shares
    Change vs previous 13F +6,450 shares

    2.94% of the 13F portfolio, value $2,740,003.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE 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 952 shares
    Change vs previous 13F +250 shares

    0.52% of the 13F portfolio, value $460,412.

    13F-HR 0001725547-26-000029 filed by SURIENCE PRIVATE 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 702 shares
    Change vs previous 13F -372 shares

    0.34% of the 13F portfolio, value $363,607.

    13F-HR 0001725547-25-004108 filed by SURIENCE PRIVATE 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 1,074 shares
    Change vs previous 13F -58 shares

    0.5% of the 13F portfolio, value $534,224.

    13F-HR 0001725547-25-003433 filed by SURIENCE PRIVATE 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 1,132 shares
    Change vs previous 13F -9,921 shares

    0.74% of the 13F portfolio, value $424,946.

    13F-HR 0001725547-25-001543 filed by SURIENCE PRIVATE 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 11,053 shares
    Change vs previous 13F +9,249 shares

    6.02% of the 13F portfolio, value $4,658,845.

    13F-HR 0001725547-25-000087 filed by SURIENCE PRIVATE 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 1,804 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $776,266.

    13F-HR 0001725547-24-005963 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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