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180 WEALTH ADVISORS, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on MSFT, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 107,359 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,359 shares
    Change vs previous 13F -762 shares

    4.02% of the 13F portfolio, value $40,047,119.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, LLC
    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 108,121 shares
    Change vs previous 13F +98 shares

    4.55% of the 13F portfolio, value $40,023,290.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 108,023 shares
    Change vs previous 13F -512 shares

    5.95% of the 13F portfolio, value $52,242,115.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 108,535 shares
    Change vs previous 13F +2,672 shares

    6.85% of the 13F portfolio, value $56,215,548.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 105,863 shares
    Change vs previous 13F -5,867 shares

    7.34% of the 13F portfolio, value $52,657,169.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, LLC
    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 111,730 shares
    Change vs previous 13F +2,385 shares

    6.68% of the 13F portfolio, value $41,942,298.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 109,345 shares
    Change vs previous 13F -523 shares

    7.22% of the 13F portfolio, value $46,089,019.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 109,868 shares
    Change vs previous 13F not available

    7.44% of the 13F portfolio, value $47,276,212.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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