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Disclosery

4WEALTH ADVISORS, INC.: MSFT position timeline

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

4WEALTH ADVISORS, INC. held 4,807 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,807 shares
    Change vs previous 13F -1,883 shares

    1.69% of the 13F portfolio, value $2,446,938.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,690 shares
    Change vs previous 13F +683 shares

    1.89% of the 13F portfolio, value $2,465,841.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,007 shares
    Change vs previous 13F +603 shares

    1.84% of the 13F portfolio, value $2,156,218.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,404 shares
    Change vs previous 13F +663 shares

    2.26% of the 13F portfolio, value $2,613,653.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,741 shares
    Change vs previous 13F +343 shares

    2.27% of the 13F portfolio, value $2,455,736.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,398 shares
    Change vs previous 13F -113 shares

    2.27% of the 13F portfolio, value $2,187,632.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,511 shares
    Change vs previous 13F +433 shares

    1.87% of the 13F portfolio, value $1,693,203.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,078 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,718,899.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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