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Base Wealth Management LLC

SEC CIK
0002083977
Latest filing
Jul 22, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Base Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
715
Value
$266.8K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of MSFT by Base Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026715$266.8K0.1%−8−1.1%ReducedHolders
Q1 2026723$267.7K0.1%−1,053−59.3%ReducedHolders
Q4 20251,776$858.9K0.5%−3−0.2%ReducedHolders
Q3 20251,779$921.3K0.5%+123+7.4%AddedHolders
Q2 20251,656$823.5K0.5%−37−2.2%ReducedHolders
Q1 20251,693$635.7K0.5%–No prior filingHolders