Taylor & Morgan Wealth Management, LLC: MSFT position timeline

Taylor & Morgan Wealth Management, LLC held 10,212 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 10,212 shares

   Change vs previous 13F -219 shares

   2.52% of the 13F portfolio, value $5,237,596.

   13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
   Accepted 2026-10-09 12:45:40 UTC, ingested 2026-10-09 12:46:55 UTC

2. period ended2026-06-30

   13F 10,431 shares

   Change vs previous 13F -571 shares

   1.92% of the 13F portfolio, value $3,891,068.

   13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 11,002 shares

   Change vs previous 13F -239 shares

   2.32% of the 13F portfolio, value $4,072,752.

   13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 11,241 shares

   Change vs previous 13F -366 shares

   3.05% of the 13F portfolio, value $5,436,438.

   13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 11,607 shares

   Change vs previous 13F +62 shares

   3.69% of the 13F portfolio, value $6,011,704.

   13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 11,545 shares

   Change vs previous 13F +5 shares

   3.88% of the 13F portfolio, value $5,742,766.

   13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 11,540 shares

   Change vs previous 13F -252 shares

   3.27% of the 13F portfolio, value $4,331,821.

   13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 11,792 shares

   Change vs previous 13F not available

   3.49% of the 13F portfolio, value $4,970,493.

   13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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