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Disclosery

West Wealth Group, LLC: MSFT position timeline

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

West Wealth Group, LLC held 10,271 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 10,271 shares
    Change vs previous 13F +320 shares

    0.63% of the 13F portfolio, value $3,831,640.

    13F-HR 0001172661-26-003107 filed by West Wealth Group, 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 9,951 shares
    Change vs previous 13F +229 shares

    0.73% of the 13F portfolio, value $3,683,899.

    13F-HR 0001172661-26-001663 filed by West Wealth Group, 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 9,722 shares
    Change vs previous 13F -232 shares

    0.98% of the 13F portfolio, value $4,701,962.

    13F-HR 0001172661-26-000308 filed by West Wealth Group, 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 9,954 shares
    Change vs previous 13F +680 shares

    1.15% of the 13F portfolio, value $5,110,701.

    13F-HR 0001172661-25-004435 filed by West Wealth Group, 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 9,274 shares
    Change vs previous 13F +280 shares

    1.21% of the 13F portfolio, value $4,868,774.

    13F-HR 0001172661-25-003120 filed by West Wealth Group, 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 8,994 shares
    Change vs previous 13F +1,108 shares

    1.02% of the 13F portfolio, value $3,437,713.

    13F-HR 0001172661-25-001576 filed by West Wealth Group, 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 7,886 shares
    Change vs previous 13F +800 shares

    0.99% of the 13F portfolio, value $3,324,016.

    13F-HR 0001172661-25-000297 filed by West Wealth Group, 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 7,086 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,049,207.

    13F-HR 0001172661-24-004332 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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