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TriaGen Wealth Management LLC: MSFT position timeline

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

TriaGen Wealth Management LLC held 5,779 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,779 shares
    Change vs previous 13F -274 shares

    0.54% of the 13F portfolio, value $2,155,736.

    13F-HR 0001172661-26-002712 filed by TriaGen 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 6,053 shares
    Change vs previous 13F -391 shares

    0.61% of the 13F portfolio, value $2,240,596.

    13F-HR 0001172661-26-001565 filed by TriaGen 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 6,444 shares
    Change vs previous 13F +40 shares

    0.81% of the 13F portfolio, value $3,116,270.

    13F-HR 0001172661-26-000326 filed by TriaGen 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 6,404 shares
    Change vs previous 13F -71 shares

    0.87% of the 13F portfolio, value $3,317,171.

    13F-HR 0001172661-25-004361 filed by TriaGen 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 6,475 shares
    Change vs previous 13F +1,540 shares

    0.98% of the 13F portfolio, value $3,220,849.

    13F-HR 0001172661-25-002685 filed by TriaGen 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 4,935 shares
    Change vs previous 13F -503 shares

    0.65% of the 13F portfolio, value $1,852,567.

    13F-HR 0001172661-25-001775 filed by TriaGen 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 5,438 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $2,292,036.

    13F-HR 0001172661-25-000336 filed by TriaGen 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 5,438 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,339,802.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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