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Disclosery

TLW Wealth Management, LLC: MSFT position timeline

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

TLW Wealth Management, LLC held 34,910 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,910 shares
    Change vs previous 13F -745 shares

    7.37% of the 13F portfolio, value $13,022,138.

    13F-HR 0001767217-26-000003 filed by TLW Wealth Management, 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 35,655 shares
    Change vs previous 13F +1,220 shares

    7.73% of the 13F portfolio, value $13,198,421.

    13F-HR 0001767217-26-000002 filed by TLW Wealth Management, 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 34,435 shares
    Change vs previous 13F -1,807 shares

    9.6% of the 13F portfolio, value $16,653,455.

    13F-HR 0001767217-26-000001 filed by TLW Wealth Management, 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 36,242 shares
    Change vs previous 13F -1,215 shares

    10.74% of the 13F portfolio, value $18,771,544.

    13F-HR 0001767217-25-000006 filed by TLW Wealth Management, 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 37,457 shares
    Change vs previous 13F +102 shares

    10.38% of the 13F portfolio, value $18,631,486.

    13F-HR 0001767217-25-000004 filed by TLW Wealth Management, 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 37,355 shares
    Change vs previous 13F +391 shares

    8.42% of the 13F portfolio, value $14,022,693.

    13F-HR 0001767217-25-000002 filed by TLW Wealth Management, 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 36,964 shares
    Change vs previous 13F -1 shares

    9.28% of the 13F portfolio, value $15,580,326.

    13F-HR 0001767217-25-000001 filed by TLW Wealth Management, 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 36,965 shares
    Change vs previous 13F not available

    9.45% of the 13F portfolio, value $15,906,040.

    13F-HR 0001767217-24-000005 filed by TLW Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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