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Disclosery

WPWealth LLP: MSFT position timeline

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

WPWealth LLP held 2,992 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,992 shares
    Change vs previous 13F +32 shares

    0.17% of the 13F portfolio, value $1,116,097.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 2,960 shares
    Change vs previous 13F -94 shares

    0.17% of the 13F portfolio, value $1,095,703.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 3,054 shares
    Change vs previous 13F +335 shares

    0.23% of the 13F portfolio, value $1,476,975.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 2,719 shares
    Change vs previous 13F +18 shares

    0.23% of the 13F portfolio, value $1,408,306.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 2,701 shares
    Change vs previous 13F +61 shares

    0.24% of the 13F portfolio, value $1,343,504.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    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 2,640 shares
    Change vs previous 13F +113 shares

    0.2% of the 13F portfolio, value $991,030.

    13F-HR 0001950118-25-000003 filed by WPWealth LLP
    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 2,527 shares
    Change vs previous 13F -1,118 shares

    0.22% of the 13F portfolio, value $1,065,131.

    13F-HR 0001950118-25-000001 filed by WPWealth LLP
    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 3,645 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,568,606.

    13F-HR 0001950118-24-000008 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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