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Disclosery

Axis Wealth Partners, LLC: MSFT position timeline

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

Axis Wealth Partners, LLC held 2,000 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,000 shares
    Change vs previous 13F -375 shares

    0.36% of the 13F portfolio, value $745,871.

    13F-HR 0002063364-26-000218 filed by Axis Wealth Partners, 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 2,375 shares
    Change vs previous 13F +218 shares

    0.47% of the 13F portfolio, value $879,330.

    13F-HR 0002063364-26-000120 filed by Axis Wealth Partners, 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 2,157 shares
    Change vs previous 13F +39 shares

    0.58% of the 13F portfolio, value $1,042,946.

    13F-HR 0002063364-26-000048 filed by Axis Wealth Partners, 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 2,118 shares
    Change vs previous 13F +138 shares

    0.64% of the 13F portfolio, value $1,096,823.

    13F-HR 0002063364-25-000262 filed by Axis Wealth Partners, 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 1,980 shares
    Change vs previous 13F -5 shares

    0.65% of the 13F portfolio, value $984,914.

    13F-HR 0002063364-25-000125 filed by Axis Wealth Partners, 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 1,985 shares
    Change vs previous 13F -79 shares

    0.55% of the 13F portfolio, value $744,968.

    13F-HR 0002063364-25-000049 filed by Axis Wealth Partners, 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 2,064 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $869,898.

    13F-HR 0002052531-25-000002 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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