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Tumwater Wealth Management, LLC: MSFT position timeline

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

Tumwater Wealth Management, LLC held 2,389 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,389 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $891,152.

    13F-HR 0002085853-26-000783 filed by Tumwater 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 2,389 shares
    Change vs previous 13F -36 shares

    0.36% of the 13F portfolio, value $884,339.

    13F-HR 0002085853-26-000434 filed by Tumwater 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 2,425 shares
    Change vs previous 13F -142 shares

    0.48% of the 13F portfolio, value $1,172,779.

    13F-HR 0002085853-26-000142 filed by Tumwater 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 2,567 shares
    Change vs previous 13F -222 shares

    0.59% of the 13F portfolio, value $1,329,578.

    13F-HR 0002085853-25-000256 filed by Tumwater 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 2,789 shares
    Change vs previous 13F -36 shares

    0.64% of the 13F portfolio, value $1,387,394.

    13F-HR 0001667731-25-001098 filed by Tumwater 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 2,825 shares
    Change vs previous 13F -99 shares

    0.55% of the 13F portfolio, value $1,060,420.

    13F-HR 0001667731-25-000642 filed by Tumwater 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 2,924 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,232,530.

    13F-HR 0001667731-25-000228 filed by Tumwater Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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