Thrive Wealth Management, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thrive Wealth Management, LLC on MSFT, newest first. How the timeline and the estimate are built.
Thrive Wealth Management, LLC held 19,809 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 19,809 sharesChange vs previous 13F +104 shares
0.95% of the 13F portfolio, value $7,389,222.
13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,705 sharesChange vs previous 13F -655 shares
1.09% of the 13F portfolio, value $7,294,242.
13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,360 sharesChange vs previous 13F -712 shares
1.45% of the 13F portfolio, value $9,846,674.
13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,072 sharesChange vs previous 13F -270 shares
1.65% of the 13F portfolio, value $10,914,462.
13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,342 sharesChange vs previous 13F +69 shares
1.71% of the 13F portfolio, value $10,615,840.
13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,273 sharesChange vs previous 13F -1,313 shares
1.53% of the 13F portfolio, value $7,985,486.
13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,586 sharesChange vs previous 13F -971 shares
1.71% of the 13F portfolio, value $9,519,801.
13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,557 sharesChange vs previous 13F not available
1.86% of the 13F portfolio, value $10,136,749.
13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).