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Chokshi & Queen Wealth Advisors, Inc: MSFT position timeline

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

Chokshi & Queen Wealth Advisors, Inc held 5,892 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 5,892 shares
    Change vs previous 13F +400 shares

    1.02% of the 13F portfolio, value $2,197,834.

    13F-HR 0001172661-26-003523 filed by Chokshi & Queen Wealth Advisors, Inc
    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 5,492 shares
    Change vs previous 13F +125 shares

    1.09% of the 13F portfolio, value $2,032,974.

    13F-HR 0001172661-26-002404 filed by Chokshi & Queen Wealth Advisors, Inc
    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 5,367 shares
    Change vs previous 13F +507 shares

    1.36% of the 13F portfolio, value $2,595,589.

    13F-HR 0001172661-26-000922 filed by Chokshi & Queen Wealth Advisors, Inc
    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 4,860 shares
    Change vs previous 13F +59 shares

    1.33% of the 13F portfolio, value $2,517,237.

    13F-HR 0001172661-25-004409 filed by Chokshi & Queen Wealth Advisors, Inc
    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 4,801 shares
    Change vs previous 13F -60 shares

    1.37% of the 13F portfolio, value $2,388,065.

    13F-HR 0001172661-25-002805 filed by Chokshi & Queen Wealth Advisors, Inc
    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 4,861 shares
    Change vs previous 13F -1,055 shares

    1.21% of the 13F portfolio, value $1,824,771.

    13F-HR 0001172661-25-002421 filed by Chokshi & Queen Wealth Advisors, Inc
    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 5,916 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,493,594.

    13F-HR 0001172661-25-001339 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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