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Disclosery

CapWealth Advisors, LLC: MSFT position timeline

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

CapWealth Advisors, LLC held 84,108 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 84,108 shares
    Change vs previous 13F +1,380 shares

    3.26% of the 13F portfolio, value $43,139,117.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 82,728 shares
    Change vs previous 13F +1,857 shares

    2.12% of the 13F portfolio, value $30,859,030.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 80,871 shares
    Change vs previous 13F -7,871 shares

    2.22% of the 13F portfolio, value $29,936,134.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 88,742 shares
    Change vs previous 13F -3,197 shares

    2.94% of the 13F portfolio, value $42,917,447.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 91,939 shares
    Change vs previous 13F -770 shares

    3.28% of the 13F portfolio, value $47,619,705.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 92,709 shares
    Change vs previous 13F -282 shares

    4.55% of the 13F portfolio, value $46,114,166.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 92,991 shares
    Change vs previous 13F +1,522 shares

    3.79% of the 13F portfolio, value $34,908,006.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 91,469 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $38,554,178.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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