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Disclosery

VCI Wealth Management LLC: MSFT position timeline

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

VCI Wealth Management LLC held 36,329 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,329 shares
    Change vs previous 13F +1,697 shares

    3.4% of the 13F portfolio, value $13,551,520.

    13F-HR 0002009388-26-000002 filed by VCI 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 34,632 shares
    Change vs previous 13F -2,058 shares

    3.55% of the 13F portfolio, value $12,819,563.

    13F-HR 0002085853-26-000440 filed by VCI 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 36,690 shares
    Change vs previous 13F +5,313 shares

    4.93% of the 13F portfolio, value $17,744,013.

    13F-HR 0002085853-26-000098 filed by VCI 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 31,377 shares
    Change vs previous 13F +3,115 shares

    4.93% of the 13F portfolio, value $16,251,937.

    13F-HR 0002085853-25-000098 filed by VCI 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 28,262 shares
    Change vs previous 13F +1,250 shares

    4.92% of the 13F portfolio, value $14,057,708.

    13F-HR 0001667731-25-001009 filed by VCI 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 27,012 shares
    Change vs previous 13F -1,048 shares

    4.25% of the 13F portfolio, value $10,140,120.

    13F-HR 0001667731-25-000595 filed by VCI 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/A 28,060 shares
    Change vs previous 13F -612 shares

    5.02% of the 13F portfolio, value $11,827,136.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management 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 28,672 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $12,337,734.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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