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Wallace Hart LLC: MSFT position timeline

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

Wallace Hart LLC held 834 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 834 shares
    Change vs previous 13F -38 shares

    0.19% of the 13F portfolio, value $311,099.

    13F-HR 0001398344-26-014386 filed by Wallace Hart 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 872 shares
    Change vs previous 13F -3,276 shares

    0.44% of the 13F portfolio, value $322,788.

    13F-HR 0001398344-26-008793 filed by Wallace Hart 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 4,148 shares
    Change vs previous 13F -292 shares

    1.48% of the 13F portfolio, value $2,006,056.

    13F-HR 0001398344-26-003261 filed by Wallace Hart 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 4,440 shares
    Change vs previous 13F +1,193 shares

    1.69% of the 13F portfolio, value $2,299,698.

    13F-HR 0001398344-25-020310 filed by Wallace Hart 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 3,247 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,615,090.

    13F-HR 0001398344-25-015470 filed by Wallace Hart LLC
    Filed (acceptance time not in the bulk data set), ingested

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