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Disclosery

Windle Wealth, LLC: MSFT position timeline

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

Windle Wealth, LLC held 26,912 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,912 shares
    Change vs previous 13F +1,412 shares

    4.03% of the 13F portfolio, value $10,038,698.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, 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 25,500 shares
    Change vs previous 13F +3,176 shares

    3.99% of the 13F portfolio, value $9,439,316.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, 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 22,324 shares
    Change vs previous 13F -127 shares

    4.84% of the 13F portfolio, value $10,796,531.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, 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 22,451 shares
    Change vs previous 13F -28 shares

    5.2% of the 13F portfolio, value $11,628,665.

    13F-HR 0001963452-25-000003 filed by Windle Wealth, 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 22,479 shares
    Change vs previous 13F +185 shares

    5.47% of the 13F portfolio, value $11,181,140.

    13F-HR 0001085146-25-004094 filed by Windle Wealth, 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 22,294 shares
    Change vs previous 13F +1,038 shares

    4.31% of the 13F portfolio, value $8,369,124.

    13F-HR 0001085146-25-002609 filed by Windle Wealth, 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 21,256 shares
    Change vs previous 13F +908 shares

    4.95% of the 13F portfolio, value $8,959,341.

    13F-HR 0001085146-25-000907 filed by Windle Wealth, 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 20,348 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $8,755,826.

    13F-HR 0001085146-24-005433 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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