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Whitaker-Myers Wealth Managers, LTD.: MSFT position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 3,124 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 3,124 shares
    Change vs previous 13F -70 shares

    0.26% of the 13F portfolio, value $1,602,217.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,194 shares
    Change vs previous 13F +19 shares

    0.2% of the 13F portfolio, value $1,191,385.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    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 3,175 shares
    Change vs previous 13F -348 shares

    0.23% of the 13F portfolio, value $1,175,393.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    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 3,523 shares
    Change vs previous 13F +285 shares

    0.36% of the 13F portfolio, value $1,703,991.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    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 3,238 shares
    Change vs previous 13F -2,026 shares

    0.37% of the 13F portfolio, value $1,677,248.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    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 5,264 shares
    Change vs previous 13F +1,426 shares

    0.66% of the 13F portfolio, value $2,618,477.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    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 3,838 shares
    Change vs previous 13F -476 shares

    0.4% of the 13F portfolio, value $1,440,839.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    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 4,314 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,818,150.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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