Skip to content
Disclosery

Arkadios Wealth Advisors: MSFT position timeline

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

Arkadios Wealth Advisors held 242,396 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,396 shares
    Change vs previous 13F +4,933 shares

    1.39% of the 13F portfolio, value $90,418,494.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 237,463 shares
    Change vs previous 13F +24,778 shares

    1.45% of the 13F portfolio, value $87,901,516.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 212,685 shares
    Change vs previous 13F +48,608 shares

    2.04% of the 13F portfolio, value $102,858,679.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 164,077 shares
    Change vs previous 13F +21,409 shares

    2.08% of the 13F portfolio, value $84,983,580.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 142,668 shares
    Change vs previous 13F +10,840 shares

    2.13% of the 13F portfolio, value $70,964,814.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 131,828 shares
    Change vs previous 13F +43,063 shares

    1.87% of the 13F portfolio, value $49,486,560.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 88,765 shares
    Change vs previous 13F +3,590 shares

    2.04% of the 13F portfolio, value $37,414,585.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 85,175 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $36,650,624.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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