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Disclosery

Concord Wealth Partners: MSFT position timeline

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

Concord Wealth Partners held 65,269 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,269 shares
    Change vs previous 13F -6,944 shares

    1.6% of the 13F portfolio, value $24,346,419.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 38,122 shares
    • Concord Asset Management, LLC/VA: 27,147 shares

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

  2. period ended2026-03-31
    13F 72,213 shares
    Change vs previous 13F +1,100 shares

    1.96% of the 13F portfolio, value $26,731,131.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 41,219 shares
    • Concord Asset Management, LLC/VA: 30,994 shares

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

  3. period ended2025-12-31
    13F 71,113 shares
    Change vs previous 13F +2,932 shares

    2.55% of the 13F portfolio, value $34,391,652.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 40,706 shares
    • Concord Asset Management, LLC/VA: 30,407 shares

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

  4. period ended2025-09-30
    13F 68,181 shares
    Change vs previous 13F -9,787 shares

    2.77% of the 13F portfolio, value $35,314,778.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 38,946 shares
    • Concord Asset Management, LLC/VA: 29,235 shares

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

  5. period ended2025-06-30
    13F 77,968 shares
    Change vs previous 13F +9,319 shares

    2.87% of the 13F portfolio, value $38,782,162.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 38,984 shares
    • Concord Asset Management, LLC/VA: 38,984 shares

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

  6. period ended2025-03-31
    13F 68,649 shares
    Change vs previous 13F -7,448 shares

    2.42% of the 13F portfolio, value $25,741,873.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 40,468 shares
    • Concord Asset Management, LLC/VA: 28,181 shares

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

  7. period ended2024-12-31
    13F 76,097 shares
    Change vs previous 13F +3,346 shares

    3.01% of the 13F portfolio, value $32,074,876.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 43,835 shares
    • Concord Asset Management, LLC/VA: 32,262 shares

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

  8. period ended2024-09-30
    13F 72,751 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $31,304,872.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 41,742 shares
    • Concord Asset Management, LLC/VA: 31,009 shares

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