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Wiser Wealth Management, Inc: MSFT position timeline

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

Wiser Wealth Management, Inc held 5,369 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,369 shares
    Change vs previous 13F +808 shares

    0.38% of the 13F portfolio, value $2,002,617.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
    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 4,561 shares
    Change vs previous 13F +208 shares

    0.36% of the 13F portfolio, value $1,688,234.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
    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 4,353 shares
    Change vs previous 13F +175 shares

    0.47% of the 13F portfolio, value $2,105,086.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
    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 4,178 shares
    Change vs previous 13F +618 shares

    0.49% of the 13F portfolio, value $2,163,989.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
    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 3,560 shares
    Change vs previous 13F +370 shares

    0.44% of the 13F portfolio, value $1,770,933.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
    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 3,190 shares
    Change vs previous 13F +104 shares

    0.34% of the 13F portfolio, value $1,197,341.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, Inc
    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 3,086 shares
    Change vs previous 13F +532 shares

    0.37% of the 13F portfolio, value $1,300,624.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, Inc
    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 2,554 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,098,967.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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