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Disclosery

VIAWEALTH, LLC: MSFT position timeline

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

VIAWEALTH, LLC held 15,216 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,216 shares
    Change vs previous 13F +68 shares

    2.86% of the 13F portfolio, value $5,675,966.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 15,148 shares
    Change vs previous 13F +252 shares

    3.12% of the 13F portfolio, value $5,607,296.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 14,896 shares
    Change vs previous 13F -810 shares

    4.05% of the 13F portfolio, value $7,203,839.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 15,706 shares
    Change vs previous 13F +364 shares

    4.44% of the 13F portfolio, value $8,134,778.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 15,342 shares
    Change vs previous 13F +6 shares

    4.51% of the 13F portfolio, value $7,631,473.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 15,336 shares
    Change vs previous 13F +156 shares

    3.55% of the 13F portfolio, value $5,756,898.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, 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 15,180 shares
    Change vs previous 13F -340 shares

    3.86% of the 13F portfolio, value $6,398,348.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, 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 15,520 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $6,678,207.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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