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Disclosery

Waldron Private Wealth LLC: MSFT position timeline

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

Waldron Private Wealth LLC held 59,763 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,763 shares
    Change vs previous 13F +5,638 shares

    0.77% of the 13F portfolio, value $22,293,056.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 54,125 shares
    Change vs previous 13F +1,216 shares

    0.78% of the 13F portfolio, value $20,036,248.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 52,909 shares
    Change vs previous 13F +22 shares

    1.01% of the 13F portfolio, value $25,587,936.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 52,887 shares
    Change vs previous 13F +2,021 shares

    1.11% of the 13F portfolio, value $27,393,815.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 50,866 shares
    Change vs previous 13F -261 shares

    1.1% of the 13F portfolio, value $25,301,793.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 51,127 shares
    Change vs previous 13F -41,407 shares

    0.91% of the 13F portfolio, value $19,193,021.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 92,534 shares
    Change vs previous 13F +616 shares

    1.57% of the 13F portfolio, value $39,003,786.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 91,918 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $39,552,866.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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