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AVISO WEALTH MANAGEMENT: MSFT position timeline

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

AVISO WEALTH MANAGEMENT held 19,643 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,643 shares
    Change vs previous 13F +429 shares

    2.5% of the 13F portfolio, value $7,327,282.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 19,214 shares
    Change vs previous 13F +998 shares

    3.21% of the 13F portfolio, value $7,112,460.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 18,216 shares
    Change vs previous 13F -224 shares

    3.7% of the 13F portfolio, value $8,809,703.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 18,440 shares
    Change vs previous 13F +246 shares

    4.16% of the 13F portfolio, value $9,550,813.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 18,194 shares
    Change vs previous 13F +801 shares

    4.23% of the 13F portfolio, value $9,050,052.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 17,393 shares
    Change vs previous 13F +921 shares

    3.47% of the 13F portfolio, value $6,529,175.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 16,472 shares
    Change vs previous 13F +944 shares

    3.54% of the 13F portfolio, value $6,942,806.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 15,528 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $6,681,911.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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