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VanWeelden Wealth Management, LLC: MSFT position timeline

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

VanWeelden Wealth Management, LLC held 1,662 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,662 shares
    Change vs previous 13F +18 shares

    0.46% of the 13F portfolio, value $620,094.

    13F-HR 0001951757-26-001248 filed by VanWeelden 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 1,644 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $608,583.

    13F-HR 0001951757-26-000820 filed by VanWeelden 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 1,644 shares
    Change vs previous 13F -7 shares

    0.62% of the 13F portfolio, value $794,963.

    13F-HR 0001951757-26-000335 filed by VanWeelden 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 1,651 shares
    Change vs previous 13F +1 shares

    0.7% of the 13F portfolio, value $854,894.

    13F-HR 0001951757-25-001252 filed by VanWeelden 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 ended2025-03-31
    13F 1,650 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $619,432.

    13F-HR 0001951757-25-000397 filed by VanWeelden 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 ended2024-12-31
    13F 1,650 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $695,402.

    13F-HR 0001951757-25-000216 filed by VanWeelden Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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