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Disclosery

waypoint wealth counsel: MSFT position timeline

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

waypoint wealth counsel held 14,395 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,395 shares
    Change vs previous 13F -507 shares

    3.37% of the 13F portfolio, value $5,369,717.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 14,902 shares
    Change vs previous 13F -3,257 shares

    2.85% of the 13F portfolio, value $5,516,122.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 18,159 shares
    Change vs previous 13F -209 shares

    3.22% of the 13F portfolio, value $8,782,087.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 18,368 shares
    Change vs previous 13F +210 shares

    3.76% of the 13F portfolio, value $9,513,849.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 18,158 shares
    Change vs previous 13F +1,395 shares

    4.48% of the 13F portfolio, value $9,031,636.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 16,763 shares
    Change vs previous 13F +531 shares

    3.95% of the 13F portfolio, value $6,292,570.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 16,232 shares
    Change vs previous 13F +338 shares

    4.47% of the 13F portfolio, value $6,841,740.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 15,894 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $6,838,909.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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