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Disclosery

WT Wealth Management: MSFT position timeline

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

WT Wealth Management held 15,582 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,582 shares
    Change vs previous 13F +3,578 shares

    1.61% of the 13F portfolio, value $5,812,425.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 12,004 shares
    Change vs previous 13F -6,773 shares

    1.32% of the 13F portfolio, value $4,443,362.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 18,777 shares
    Change vs previous 13F -317 shares

    2.61% of the 13F portfolio, value $9,081,053.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 19,094 shares
    Change vs previous 13F -317 shares

    2.85% of the 13F portfolio, value $9,889,969.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 19,411 shares
    Change vs previous 13F -1,674 shares

    2.86% of the 13F portfolio, value $9,654,981.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 21,085 shares
    Change vs previous 13F -2,295 shares

    2.57% of the 13F portfolio, value $7,915,115.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 23,380 shares
    Change vs previous 13F +779 shares

    3.09% of the 13F portfolio, value $9,854,808.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 22,601 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $9,451,005.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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