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Disclosery

WealthShield Partners, LLC: MSFT position timeline

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

WealthShield Partners, LLC held 29,078 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,078 shares
    Change vs previous 13F -5,362 shares

    1.66% of the 13F portfolio, value $10,846,553.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 34,440 shares
    Change vs previous 13F +2,541 shares

    1.42% of the 13F portfolio, value $12,748,601.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 31,899 shares
    Change vs previous 13F +651 shares

    1.7% of the 13F portfolio, value $15,426,914.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 31,248 shares
    Change vs previous 13F +87 shares

    1.84% of the 13F portfolio, value $16,184,692.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 31,161 shares
    Change vs previous 13F -39 shares

    1.87% of the 13F portfolio, value $15,499,739.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 31,200 shares
    Change vs previous 13F +7,247 shares

    1.51% of the 13F portfolio, value $11,712,343.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 23,953 shares
    Change vs previous 13F -1,748 shares

    1.43% of the 13F portfolio, value $10,096,161.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 25,701 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $11,058,959.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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