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Disclosery

WEALTH EFFECTS LLC: MSFT position timeline

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

WEALTH EFFECTS LLC held 17,183 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,183 shares
    Change vs previous 13F +261 shares

    1.73% of the 13F portfolio, value $6,409,668.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 16,922 shares
    Change vs previous 13F +397 shares

    2.22% of the 13F portfolio, value $6,263,909.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 16,525 shares
    Change vs previous 13F -141 shares

    2.5% of the 13F portfolio, value $7,991,745.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 16,666 shares
    Change vs previous 13F -283 shares

    2.78% of the 13F portfolio, value $8,632,006.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 16,949 shares
    Change vs previous 13F -749 shares

    3.15% of the 13F portfolio, value $8,430,607.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 17,698 shares
    Change vs previous 13F -1,232 shares

    2.79% of the 13F portfolio, value $6,643,823.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 18,930 shares
    Change vs previous 13F -698 shares

    2.83% of the 13F portfolio, value $7,978,901.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 19,628 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $8,445,885.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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