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Capital Advisors Wealth Management, LLC: MSFT position timeline

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

Capital Advisors Wealth Management, LLC held 30,616 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,616 shares
    Change vs previous 13F +961 shares

    1.77% of the 13F portfolio, value $15,702,903.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,655 shares
    Change vs previous 13F +1,177 shares

    1.3% of the 13F portfolio, value $11,061,978.

    13F-HR 0001824700-26-000004 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,478 shares
    Change vs previous 13F +386 shares

    1.42% of the 13F portfolio, value $10,541,699.

    13F-HR 0001824700-26-000002 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,092 shares
    Change vs previous 13F -508 shares

    1.85% of the 13F portfolio, value $13,586,015.

    13F-HR 0001824700-26-000001 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,600 shares
    Change vs previous 13F +432 shares

    2.11% of the 13F portfolio, value $14,813,620.

    13F-HR 0001824700-25-000004 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 28,168 shares
    Change vs previous 13F -718 shares

    2.2% of the 13F portfolio, value $14,010,980.

    13F-HR 0001085146-25-005039 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 28,886 shares
    Change vs previous 13F +3,823 shares

    1.92% of the 13F portfolio, value $10,843,436.

    13F-HR 0001085146-25-002324 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,063 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $10,563,932.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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