Skip to content
Disclosery

TL Private Wealth: MSFT position timeline

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

TL Private Wealth held 1,672 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,672 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $650,140.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 1,672 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $620,095.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 1,672 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $801,356.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 1,672 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $859,492.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 1,672 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $832,188.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 1,672 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $592,824.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 1,672 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $712,790.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 1,672 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $684,751.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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