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FOCUS Wealth Advisors, LLC: MSFT position timeline

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

FOCUS Wealth Advisors, LLC held 6,520 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,520 shares
    Change vs previous 13F +43 shares

    1.13% of the 13F portfolio, value $2,432,111.

    13F-HR 0001845643-26-000003 filed by FOCUS 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 6,477 shares
    Change vs previous 13F -223 shares

    1.17% of the 13F portfolio, value $2,397,709.

    13F-HR 0001845643-26-000002 filed by FOCUS 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 6,700 shares
    Change vs previous 13F -25 shares

    1.51% of the 13F portfolio, value $3,240,249.

    13F-HR 0001845643-26-000001 filed by FOCUS 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 6,725 shares
    Change vs previous 13F -22 shares

    1.67% of the 13F portfolio, value $3,483,229.

    13F-HR 0001085146-25-005821 filed by FOCUS 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 6,747 shares
    Change vs previous 13F -37 shares

    1.74% of the 13F portfolio, value $3,356,222.

    13F-HR 0001085146-25-003681 filed by FOCUS 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 6,784 shares
    Change vs previous 13F +27 shares

    1.41% of the 13F portfolio, value $2,546,761.

    13F-HR 0001085146-25-002738 filed by FOCUS 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 6,757 shares
    Change vs previous 13F -12 shares

    1.51% of the 13F portfolio, value $2,848,159.

    13F-HR 0001085146-25-000263 filed by FOCUS 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 6,769 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,912,749.

    13F-HR 0001085146-24-004840 filed by FOCUS Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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