Canvas Wealth Advisors, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Canvas Wealth Advisors, LLC on MSFT, newest first. How the timeline and the estimate are built.
Canvas Wealth Advisors, LLC held 82,424 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 82,424 sharesChange vs previous 13F +9,568 shares
4.29% of the 13F portfolio, value $30,745,666.
13F-HR 0001858782-26-000008 filed by Canvas Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 72,856 sharesChange vs previous 13F +8,681 shares
4.59% of the 13F portfolio, value $26,969,086.
13F-HR 0001858782-26-000004 filed by Canvas Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,175 sharesChange vs previous 13F +1,835 shares
5.27% of the 13F portfolio, value $31,036,338.
13F-HR 0001858782-26-000002 filed by Canvas Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,340 sharesChange vs previous 13F -187 shares
5.86% of the 13F portfolio, value $32,251,682.
13F-HR 0001858782-25-000005 filed by Canvas Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62,527 sharesChange vs previous 13F +514 shares
6.32% of the 13F portfolio, value $32,045,244.
13F-HR 0001085146-25-004300 filed by Canvas Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 62,013 sharesChange vs previous 13F +4,428 shares
5.84% of the 13F portfolio, value $22,747,549.
13F-HR 0001085146-25-002312 filed by Canvas Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,585 sharesChange vs previous 13F +2,838 shares
6.09% of the 13F portfolio, value $24,272,008.
13F-HR 0001085146-25-000566 filed by Canvas Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,747 sharesChange vs previous 13F not available
6.51% of the 13F portfolio, value $23,557,796.
13F-HR 0001085146-24-004886 filed by Canvas Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).