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Disclosery

Towerpoint Wealth, LLC: MSFT position timeline

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

Towerpoint Wealth, LLC held 3,858 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,858 shares
    Change vs previous 13F +173 shares

    0.5% of the 13F portfolio, value $1,439,213.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 3,685 shares
    Change vs previous 13F -127 shares

    0.55% of the 13F portfolio, value $1,364,016.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 3,812 shares
    Change vs previous 13F -137 shares

    0.73% of the 13F portfolio, value $1,843,332.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 3,949 shares
    Change vs previous 13F -35 shares

    0.84% of the 13F portfolio, value $2,045,442.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 3,984 shares
    Change vs previous 13F -71 shares

    0.88% of the 13F portfolio, value $1,981,555.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 4,055 shares
    Change vs previous 13F -432 shares

    0.75% of the 13F portfolio, value $1,522,363.

    13F-HR 0001085146-25-001961 filed by Towerpoint 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 4,487 shares
    Change vs previous 13F -4,529 shares

    0.93% of the 13F portfolio, value $1,891,369.

    13F-HR 0001085146-25-000191 filed by Towerpoint 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 9,016 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,879,774.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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