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Disclosery

Transform Wealth, LLC: MSFT position timeline

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

Transform Wealth, LLC held 150,910 MSFT shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 150,910 shares
    Change vs previous 13F -365 shares

    3.43% of the 13F portfolio, value $56,649,985.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 151,275 shares
    Change vs previous 13F +12,980 shares

    3.54% of the 13F portfolio, value $63,762,407.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 138,295 shares
    Change vs previous 13F +5,519 shares

    3.94% of the 13F portfolio, value $59,508,322.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 132,776 shares
    Change vs previous 13F +1,088 shares

    4.45% of the 13F portfolio, value $59,344,164.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 131,688 shares
    Change vs previous 13F -1,592 shares

    5.26% of the 13F portfolio, value $55,403,738.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 133,280 shares
    Change vs previous 13F -1,029 shares

    4.89% of the 13F portfolio, value $50,118,496.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 134,309 shares
    Change vs previous 13F -9,857 shares

    4.47% of the 13F portfolio, value $42,408,188.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 144,166 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $49,094,417.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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