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Disclosery

Abundance Wealth Counselors: MSFT position timeline

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

Abundance Wealth Counselors held 44,048 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,048 shares
    Change vs previous 13F +18,927 shares

    1.07% of the 13F portfolio, value $16,431,152.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 25,121 shares
    Change vs previous 13F +3,534 shares

    1.33% of the 13F portfolio, value $9,299,223.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 21,587 shares
    Change vs previous 13F -15 shares

    1.76% of the 13F portfolio, value $10,440,143.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 21,602 shares
    Change vs previous 13F -1,120 shares

    1.92% of the 13F portfolio, value $11,189,014.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 22,722 shares
    Change vs previous 13F +764 shares

    2.1% of the 13F portfolio, value $11,197,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    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 21,958 shares
    Change vs previous 13F +822 shares

    1.74% of the 13F portfolio, value $8,305,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    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 21,136 shares
    Change vs previous 13F +521 shares

    1.94% of the 13F portfolio, value $8,909,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    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 20,615 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $8,871,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

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