ADG Wealth Management Group, LLC: MSFT position timeline

ADG Wealth Management Group, LLC held 979 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 979 shares

   Change vs previous 13F +135 shares

   0.23% of the 13F portfolio, value $365,186.

   13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 844 shares

   Change vs previous 13F +225 shares

   0.22% of the 13F portfolio, value $312,423.

   13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 619 shares

   Change vs previous 13F +68 shares

   0.23% of the 13F portfolio, value $299,361.

   13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 551 shares

   Change vs previous 13F +50 shares

   0.23% of the 13F portfolio, value $285,390.

   13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 501 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $249,202.

   13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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