Skip to content
Disclosery

Worth Asset Management, LLC: MSFT position timeline

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

Worth Asset Management, LLC held 9,706 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,706 shares
    Change vs previous 13F +2,174 shares

    1.45% of the 13F portfolio, value $4,978,302.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,532 shares
    Change vs previous 13F +1,781 shares

    0.9% of the 13F portfolio, value $2,809,498.

    13F-HR 0001927285-26-000005 filed by Worth 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 ended2026-03-31
    13F 5,751 shares
    Change vs previous 13F +1,105 shares

    0.79% of the 13F portfolio, value $2,128,865.

    13F-HR 0001927285-26-000003 filed by Worth 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 ended2025-12-31
    13F 4,646 shares
    Change vs previous 13F -229 shares

    0.95% of the 13F portfolio, value $2,247,068.

    13F-HR 0001927285-26-000001 filed by Worth 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 ended2025-09-30
    13F 4,875 shares
    Change vs previous 13F -2,313 shares

    1.14% of the 13F portfolio, value $2,524,886.

    13F-HR 0001927285-25-000006 filed by Worth 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 ended2025-06-30
    13F 7,188 shares
    Change vs previous 13F +3,214 shares

    1.76% of the 13F portfolio, value $3,575,523.

    13F-HR 0001927285-25-000005 filed by Worth 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 ended2025-03-31
    13F 3,974 shares
    Change vs previous 13F -20 shares

    0.81% of the 13F portfolio, value $1,491,714.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,994 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,683,529.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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