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Focus Partners Wealth: MSFT position timeline

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

Focus Partners Wealth held 5,239,588 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,239,588 shares
    Change vs previous 13F -253,876 shares

    1.79% of the 13F portfolio, value $1,953,289,914.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,084,517 shares
    • Focus Partners Advisor Solutions, LLC: 155,071 shares

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

  2. period ended2026-03-31
    13F 5,493,464 shares
    Change vs previous 13F +904,531 shares

    2.04% of the 13F portfolio, value $2,035,343,953.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 5,318,401 shares
    • Focus Partners Advisor Solutions, LLC: 175,063 shares

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

  3. period ended2025-12-31
    13F 4,588,933 shares
    Change vs previous 13F +1,557,178 shares

    2.32% of the 13F portfolio, value $2,222,183,208.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,434,417 shares
    • Focus Partners Advisor Solutions, LLC: 154,516 shares

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

  4. period ended2025-09-30
    13F 3,031,755 shares
    Change vs previous 13F +140,390 shares

    2.22% of the 13F portfolio, value $1,568,652,968.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,801,975 shares
    • Focus Partners Advisor Solutions, LLC: 229,780 shares

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

  5. period ended2025-06-30
    13F 2,891,365 shares
    Change vs previous 13F +74,894 shares

    2.68% of the 13F portfolio, value $1,438,194,838.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,731,392 shares
    • Focus Partners Advisor Solutions, LLC: 159,973 shares

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

  6. period ended2025-03-31
    13F/A 2,816,471 shares
    Change vs previous 13F +71,450 shares

    2.27% of the 13F portfolio, value $1,057,203,166.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,682,264 shares
    • Focus Partners Advisor Solutions, LLC: 134,207 shares

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

  7. period ended2024-12-31
    13F/A 2,745,021 shares
    Change vs previous 13F +809,928 shares

    2.61% of the 13F portfolio, value $1,157,028,221.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,613,338 shares
    • Focus Partners Advisor Solutions, LLC: 131,683 shares

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

  8. period ended2024-09-30
    13F 1,935,093 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $832,592,298.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,841,926 shares
    • Focus Partners Advisor Solutions, LLC: 93,167 shares

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