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Disclosery

Westwood Wealth Management: MSFT position timeline

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

Westwood Wealth Management held 21,778 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,778 shares
    Change vs previous 13F -2,283 shares

    2.35% of the 13F portfolio, value $8,123,631.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 24,061 shares
    Change vs previous 13F +21,004 shares

    3.5% of the 13F portfolio, value $8,906,660.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 3,057 shares
    Change vs previous 13F -21,840 shares

    1.11% of the 13F portfolio, value $1,478,634.

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    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 24,897 shares
    Change vs previous 13F -4,720 shares

    4.73% of the 13F portfolio, value $12,895,401.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 29,617 shares
    Change vs previous 13F -262 shares

    4.95% of the 13F portfolio, value $14,731,792.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 29,879 shares
    Change vs previous 13F +685 shares

    4.84% of the 13F portfolio, value $11,216,278.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 29,194 shares
    Change vs previous 13F -1,258 shares

    4.45% of the 13F portfolio, value $12,305,271.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 30,452 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $13,103,496.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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