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Western Wealth Management, LLC: MSFT position timeline

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

Western Wealth Management, LLC held 117,370 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,370 shares
    Change vs previous 13F +4,387 shares

    1.43% of the 13F portfolio, value $43,781,517.

    13F-HR 0001767902-26-000006 filed by Western Wealth Management, 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/A 112,983 shares
    Change vs previous 13F +22,875 shares

    1.59% of the 13F portfolio, value $41,823,192.

    13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, 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 90,108 shares
    Change vs previous 13F +7,617 shares

    2.01% of the 13F portfolio, value $43,577,706.

    13F-HR 0001767902-26-000002 filed by Western Wealth Management, 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 82,491 shares
    Change vs previous 13F +2,280 shares

    2.26% of the 13F portfolio, value $42,726,241.

    13F-HR 0001767902-25-000009 filed by Western Wealth Management, 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 80,211 shares
    Change vs previous 13F +846 shares

    2.37% of the 13F portfolio, value $39,897,583.

    13F-HR 0001908177-25-000004 filed by Western Wealth Management, 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 79,365 shares
    Change vs previous 13F -1,459 shares

    1.98% of the 13F portfolio, value $29,792,837.

    13F-HR 0001767902-25-000006 filed by Western Wealth Management, 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/A 80,824 shares
    Change vs previous 13F -14,089 shares

    2.22% of the 13F portfolio, value $34,067,423.

    13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, 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 94,913 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $40,840,873.

    13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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