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Disclosery

WNY Asset Management, LLC: MSFT position timeline

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

WNY Asset Management, LLC held 15,148 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,148 shares
    Change vs previous 13F -269 shares

    0.51% of the 13F portfolio, value $5,650,577.

    13F-HR 0002085853-26-001032 filed by WNY Asset 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 15,417 shares
    Change vs previous 13F +2,226 shares

    0.59% of the 13F portfolio, value $5,700,627.

    13F-HR 0002085853-26-000609 filed by WNY Asset 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 ended2025-09-30
    13F 13,191 shares
    Change vs previous 13F -484 shares

    0.66% of the 13F portfolio, value $6,832,147.

    13F-HR 0002085853-25-000279 filed by WNY Asset 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 ended2025-06-30
    13F 13,675 shares
    Change vs previous 13F +26 shares

    0.75% of the 13F portfolio, value $6,802,052.

    13F-HR 0001667731-25-001043 filed by WNY Asset 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 ended2025-03-31
    13F 13,649 shares
    Change vs previous 13F -182 shares

    0.61% of the 13F portfolio, value $5,123,746.

    13F-HR 0001667731-25-000592 filed by WNY Asset 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 ended2024-12-31
    13F 13,831 shares
    Change vs previous 13F -629 shares

    0.72% of the 13F portfolio, value $5,829,931.

    13F-HR 0001667731-25-000314 filed by WNY Asset 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 ended2024-09-30
    13F 14,460 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $6,222,038.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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