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Bellwether Advisors, LLC: MSFT position timeline

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

Bellwether Advisors, LLC held 8,465 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,465 shares
    Change vs previous 13F -1,235 shares

    0.47% of the 13F portfolio, value $3,157,796.

    13F-HR 0001819815-26-000003 filed by Bellwether 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 9,700 shares
    Change vs previous 13F -475 shares

    0.61% of the 13F portfolio, value $3,590,516.

    13F-HR 0001819815-26-000002 filed by Bellwether 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 10,175 shares
    Change vs previous 13F -1,125 shares

    0.79% of the 13F portfolio, value $4,920,833.

    13F-HR 0001819815-26-000001 filed by Bellwether 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 11,300 shares
    Change vs previous 13F -899 shares

    0.97% of the 13F portfolio, value $5,853,073.

    13F-HR 0001819815-25-000006 filed by Bellwether 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 12,199 shares
    Change vs previous 13F -23,624 shares

    1.04% of the 13F portfolio, value $6,067,899.

    13F-HR 0001819815-25-000003 filed by Bellwether 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 35,823 shares
    Change vs previous 13F -11,529 shares

    2.81% of the 13F portfolio, value $13,447,690.

    13F-HR 0001946654-25-000004 filed by Bellwether 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 47,352 shares
    Change vs previous 13F +5,979 shares

    3.57% of the 13F portfolio, value $19,958,708.

    13F-HR 0001819815-25-000001 filed by Bellwether 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 41,373 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $17,802,949.

    13F-HR 0001085146-24-005470 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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