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Disclosery

Wealth Quarterback LLC: MSFT position timeline

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

Wealth Quarterback LLC held 11,007 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,007 shares
    Change vs previous 13F +284 shares

    1.27% of the 13F portfolio, value $4,105,709.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 10,723 shares
    Change vs previous 13F +702 shares

    1.56% of the 13F portfolio, value $3,969,406.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 10,021 shares
    Change vs previous 13F +379 shares

    1.74% of the 13F portfolio, value $4,846,332.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 9,642 shares
    Change vs previous 13F +125 shares

    1.93% of the 13F portfolio, value $4,993,832.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 9,517 shares
    Change vs previous 13F +117 shares

    2.24% of the 13F portfolio, value $4,733,623.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 9,400 shares
    Change vs previous 13F +478 shares

    1.99% of the 13F portfolio, value $3,528,698.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 8,922 shares
    Change vs previous 13F -508 shares

    1.77% of the 13F portfolio, value $3,760,443.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 9,430 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $4,057,905.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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