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Unique Wealth Strategies, LLC: MSFT position timeline

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

Unique Wealth Strategies, LLC held 11,138 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,138 shares
    Change vs previous 13F +210 shares

    1.52% of the 13F portfolio, value $4,154,560.

    13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, 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 10,928 shares
    Change vs previous 13F -175 shares

    1.66% of the 13F portfolio, value $4,045,142.

    13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, 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 11,103 shares
    Change vs previous 13F +1,384 shares

    2.11% of the 13F portfolio, value $5,369,557.

    13F-HR 0002009809-26-000010 filed by Unique Wealth Strategies, 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 9,719 shares
    Change vs previous 13F -2,030 shares

    1.98% of the 13F portfolio, value $5,034,169.

    13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, 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 11,749 shares
    Change vs previous 13F -166 shares

    2.45% of the 13F portfolio, value $5,843,918.

    13F-HR 0002009809-26-000008 filed by Unique Wealth Strategies, 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 11,915 shares
    Change vs previous 13F +411 shares

    2.03% of the 13F portfolio, value $4,472,954.

    13F-HR 0002009809-26-000007 filed by Unique Wealth Strategies, 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 11,504 shares
    Change vs previous 13F +320 shares

    2.13% of the 13F portfolio, value $4,848,982.

    13F-HR 0002009809-26-000006 filed by Unique Wealth Strategies, 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 11,184 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,812,387.

    13F-HR 0002009809-26-000005 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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