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Disclosery

Wayfinding Financial, LLC: MSFT position timeline

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

Wayfinding Financial, LLC held 45,239 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 45,239 shares
    Change vs previous 13F -1,040 shares

    6.39% of the 13F portfolio, value $16,875,000.

    13F-HR 0001898131-26-000003 filed by Wayfinding Financial, 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 46,279 shares
    Change vs previous 13F -1,668 shares

    7.44% of the 13F portfolio, value $17,131,000.

    13F-HR 0001898131-26-000002 filed by Wayfinding Financial, 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 47,947 shares
    Change vs previous 13F -462 shares

    9.82% of the 13F portfolio, value $23,188,000.

    13F-HR 0001898131-26-000001 filed by Wayfinding Financial, 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 48,409 shares
    Change vs previous 13F -53 shares

    10.79% of the 13F portfolio, value $25,073,000.

    13F-HR 0001898131-25-000005 filed by Wayfinding Financial, 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 48,462 shares
    Change vs previous 13F -1,079 shares

    11.61% of the 13F portfolio, value $25,958,000.

    13F-HR 0001898131-25-000002 filed by Wayfinding Financial, 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 49,541 shares
    Change vs previous 13F +84 shares

    8.15% of the 13F portfolio, value $18,597,000.

    13F-HR 0001898131-25-000001 filed by Wayfinding Financial, 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 49,457 shares
    Change vs previous 13F -28 shares

    11.14% of the 13F portfolio, value $20,846,000.

    13F-HR 0001898296-25-000003 filed by Wayfinding Financial, 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 49,485 shares
    Change vs previous 13F not available

    15.84% of the 13F portfolio, value $21,293,000.

    13F-HR 0001898131-24-000002 filed by Wayfinding Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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