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Disclosery

Triangle Securities Wealth Management: MSFT position timeline

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

Triangle Securities Wealth Management held 20,364 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,364 shares
    Change vs previous 13F -1,556 shares

    1.51% of the 13F portfolio, value $7,596,308.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 21,920 shares
    Change vs previous 13F -2,004 shares

    1.84% of the 13F portfolio, value $8,114,204.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 23,924 shares
    Change vs previous 13F -1,755 shares

    2.44% of the 13F portfolio, value $11,570,084.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 25,679 shares
    Change vs previous 13F +5,805 shares

    3.01% of the 13F portfolio, value $13,300,338.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 19,874 shares
    Change vs previous 13F -6,610 shares

    2.43% of the 13F portfolio, value $9,885,464.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 26,484 shares
    Change vs previous 13F -87 shares

    2.56% of the 13F portfolio, value $9,941,744.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 26,571 shares
    Change vs previous 13F -582 shares

    2.87% of the 13F portfolio, value $11,199,507.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 27,153 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $11,683,732.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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