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BLODGETT WEALTH ADVISORS, LLC: MSFT position timeline

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

BLODGETT WEALTH ADVISORS, LLC held 22,969 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 22,969 shares
    Change vs previous 13F +123 shares

    5.74% of the 13F portfolio, value $8,567,928.

    13F-HR 0001907826-26-000003 filed by BLODGETT 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 22,846 shares
    Change vs previous 13F -1,699 shares

    6.7% of the 13F portfolio, value $8,456,744.

    13F-HR 0001907826-26-000002 filed by BLODGETT 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 24,545 shares
    Change vs previous 13F -334 shares

    8.28% of the 13F portfolio, value $11,870,582.

    13F-HR 0001907826-26-000001 filed by BLODGETT 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/A 24,879 shares
    Change vs previous 13F -975 shares

    8.88% of the 13F portfolio, value $12,886,086.

    13F-HR/A 0001907826-25-000003 filed by BLODGETT 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 25,854 shares
    Change vs previous 13F -962 shares

    10.08% of the 13F portfolio, value $12,859,936.

    13F-HR 0001085146-25-003628 filed by BLODGETT 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 26,816 shares
    Change vs previous 13F -1,067 shares

    8.58% of the 13F portfolio, value $10,066,294.

    13F-HR 0001085146-25-002131 filed by BLODGETT 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 27,883 shares
    Change vs previous 13F +27 shares

    9.21% of the 13F portfolio, value $11,752,801.

    13F-HR 0001085146-25-000469 filed by BLODGETT 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 27,856 shares
    Change vs previous 13F not available

    10.08% of the 13F portfolio, value $11,986,385.

    13F-HR 0001085146-24-005030 filed by BLODGETT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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