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Alta Wealth Advisors LLC: MSFT position timeline

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

Alta Wealth Advisors LLC held 11,249 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,249 shares
    Change vs previous 13F -290 shares

    1.14% of the 13F portfolio, value $4,196,113.

    13F-HR 0002085853-26-000910 filed by Alta 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 11,539 shares
    Change vs previous 13F -593 shares

    1.39% of the 13F portfolio, value $4,271,555.

    13F-HR 0002085853-26-000558 filed by Alta 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 12,132 shares
    Change vs previous 13F +972 shares

    1.96% of the 13F portfolio, value $5,867,307.

    13F-HR 0002085853-26-000178 filed by Alta 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 11,160 shares
    Change vs previous 13F -203 shares

    2.07% of the 13F portfolio, value $5,780,215.

    13F-HR 0002085853-25-000217 filed by Alta 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 11,363 shares
    Change vs previous 13F +468 shares

    2.67% of the 13F portfolio, value $5,652,045.

    13F-HR 0001667731-25-000913 filed by Alta 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 10,895 shares
    Change vs previous 13F +74 shares

    1.88% of the 13F portfolio, value $4,089,904.

    13F-HR 0001667731-25-000508 filed by Alta 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 10,821 shares
    Change vs previous 13F +375 shares

    2% of the 13F portfolio, value $4,561,084.

    13F-HR 0001667731-25-000110 filed by Alta 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 10,446 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $4,494,705.

    13F-HR 0001843826-24-000004 filed by Alta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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