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Disclosery

CWM, LLC: MSFT position timeline

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

CWM, LLC held 1,186,360 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,186,360 shares
    Change vs previous 13F +115,406 shares

    1.15% of the 13F portfolio, value $439,154,929.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,070,954 shares
    Change vs previous 13F +60,024 shares

    1.4% of the 13F portfolio, value $517,935,000.

    13F-HR 0001580642-26-000404 filed by CWM, 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 1,010,930 shares
    Change vs previous 13F +70,796 shares

    1.57% of the 13F portfolio, value $523,611,000.

    13F-HR 0001580642-25-006592 filed by CWM, 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 940,134 shares
    Change vs previous 13F +30,725 shares

    1.65% of the 13F portfolio, value $467,632,000.

    13F-HR 0001580642-25-004473 filed by CWM, 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 909,409 shares
    Change vs previous 13F +43,929 shares

    1.36% of the 13F portfolio, value $341,383,000.

    13F-HR 0001580642-25-002731 filed by CWM, 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 865,480 shares
    Change vs previous 13F +35,597 shares

    1.51% of the 13F portfolio, value $364,800,000.

    13F-HR 0001580642-25-000735 filed by CWM, 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 829,883 shares
    Change vs previous 13F +26,032 shares

    1.54% of the 13F portfolio, value $357,099,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 803,851 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $359,281,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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