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Disclosery

U S WEALTH GROUP, LLC.: MSFT position timeline

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

U S WEALTH GROUP, LLC. held 15,220 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,220 shares
    Change vs previous 13F +4,292 shares

    3.4% of the 13F portfolio, value $5,677,314.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 10,928 shares
    Change vs previous 13F -116 shares

    2.73% of the 13F portfolio, value $4,045,146.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 11,044 shares
    Change vs previous 13F -86 shares

    3.52% of the 13F portfolio, value $5,341,099.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, 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 11,130 shares
    Change vs previous 13F -1,522 shares

    3.77% of the 13F portfolio, value $5,764,784.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, 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 12,652 shares
    Change vs previous 13F +708 shares

    4.91% of the 13F portfolio, value $6,293,231.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, 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 11,944 shares
    Change vs previous 13F -258 shares

    3.55% of the 13F portfolio, value $4,483,663.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, 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 12,202 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $5,143,148.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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