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Disclosery

TrueWealth Financial Partners: MSFT position timeline

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

TrueWealth Financial Partners held 34,294 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,294 shares
    Change vs previous 13F -7,052 shares

    5.29% of the 13F portfolio, value $12,792,196.

    13F-HR 0001908108-26-000003 filed by TrueWealth Financial Partners
    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 41,346 shares
    Change vs previous 13F +40,893 shares

    6.1% of the 13F portfolio, value $15,304,954.

    13F-HR 0001908108-26-000002 filed by TrueWealth Financial Partners
    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 453 shares
    Change vs previous 13F -6,491 shares

    0.18% of the 13F portfolio, value $219,079.

    13F-HR 0001908108-26-000001 filed by TrueWealth Financial Partners
    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 6,944 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $3,596,511.

    13F-HR 0001908108-25-000002 filed by TrueWealth Financial Partners
    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 6,944 shares
    Change vs previous 13F +670 shares

    1.9% of the 13F portfolio, value $3,453,886.

    13F-HR 0001085146-25-005043 filed by TrueWealth Financial Partners
    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 6,274 shares
    Change vs previous 13F -50 shares

    1.42% of the 13F portfolio, value $2,355,101.

    13F-HR 0001085146-25-003171 filed by TrueWealth Financial Partners
    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 6,324 shares
    Change vs previous 13F 0 shares

    1.65% of the 13F portfolio, value $2,665,460.

    13F-HR 0001085146-25-001370 filed by TrueWealth Financial Partners
    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 6,324 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,721,106.

    13F-HR 0001085146-24-005772 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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