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Wedmont Private Capital: MSFT position timeline

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

Wedmont Private Capital held 147,027 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 147,027 shares
    Change vs previous 13F +45,065 shares

    1.84% of the 13F portfolio, value $76,837,705.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 101,962 shares
    Change vs previous 13F -4,261 shares

    1.08% of the 13F portfolio, value $39,265,508.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 106,223 shares
    Change vs previous 13F -4,096 shares

    1.28% of the 13F portfolio, value $39,762,301.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 110,319 shares
    Change vs previous 13F -2,417 shares

    1.85% of the 13F portfolio, value $53,335,764.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 112,736 shares
    Change vs previous 13F +7,978 shares

    2.19% of the 13F portfolio, value $59,071,604.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 104,758 shares
    Change vs previous 13F +5,697 shares

    2.25% of the 13F portfolio, value $52,746,569.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 99,061 shares
    Change vs previous 13F -1,822 shares

    1.97% of the 13F portfolio, value $38,480,323.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 100,883 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $42,264,853.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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