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FRG Family Wealth Advisors LLC: MSFT position timeline

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

FRG Family Wealth Advisors LLC held 142,760 MSFT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 142,760 shares
    Change vs previous 13F +1,458 shares

    8.66% of the 13F portfolio, value $52,845,537.

    13F-HR 0001893327-26-000002 filed by FRG Family 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 ended2025-12-31
    13F 141,302 shares
    Change vs previous 13F -1,531 shares

    10.61% of the 13F portfolio, value $68,336,364.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 142,833 shares
    Change vs previous 13F -562 shares

    11.91% of the 13F portfolio, value $73,980,163.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 143,395 shares
    Change vs previous 13F -1,288 shares

    12.4% of the 13F portfolio, value $71,325,929.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 144,683 shares
    Change vs previous 13F -1,338 shares

    10.49% of the 13F portfolio, value $54,312,435.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 ended2024-12-31
    13F 146,021 shares
    Change vs previous 13F -8,623 shares

    11.17% of the 13F portfolio, value $61,547,643.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 ended2024-09-30
    13F 154,644 shares
    Change vs previous 13F +1,610 shares

    11.92% of the 13F portfolio, value $66,628,105.

    13F-HR 0001893327-24-000005 filed by FRG Family 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 ended2024-06-30
    13F 153,034 shares
    Change vs previous 13F not available

    11.84% of the 13F portfolio, value $61,153,582.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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