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Wambolt & Associates, LLC: MSFT position timeline

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

Wambolt & Associates, LLC held 23,513 MSFT shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 23,513 shares
    Change vs previous 13F -1,365 shares

    3.89% of the 13F portfolio, value $11,569,639.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 24,878 shares
    Change vs previous 13F -1,833 shares

    3.23% of the 13F portfolio, value $9,508,041.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 26,711 shares
    Change vs previous 13F -5,467 shares

    3.6% of the 13F portfolio, value $11,258,947.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 32,178 shares
    Change vs previous 13F +768 shares

    3.7% of the 13F portfolio, value $13,537,959.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 31,410 shares
    Change vs previous 13F +1,086 shares

    4.17% of the 13F portfolio, value $14,345,812.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 30,324 shares
    Change vs previous 13F +1,435 shares

    3.85% of the 13F portfolio, value $12,874,782.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 28,889 shares
    Change vs previous 13F +1,868 shares

    3.55% of the 13F portfolio, value $10,863,515.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 27,021 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $8,695,229.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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