Skip to content
Disclosery

HCR Wealth Advisors: MSFT position timeline

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

HCR Wealth Advisors held 48,033 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,033 shares
    Change vs previous 13F +366 shares

    1.6% of the 13F portfolio, value $17,917,488.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 47,667 shares
    Change vs previous 13F -203 shares

    1.83% of the 13F portfolio, value $17,645,029.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 47,870 shares
    Change vs previous 13F +1,039 shares

    2.29% of the 13F portfolio, value $23,151,249.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 46,831 shares
    Change vs previous 13F -77 shares

    2.5% of the 13F portfolio, value $24,152,841.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 46,908 shares
    Change vs previous 13F +74 shares

    2.75% of the 13F portfolio, value $23,332,864.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 46,834 shares
    Change vs previous 13F +347 shares

    2.29% of the 13F portfolio, value $17,581,036.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 46,487 shares
    Change vs previous 13F -537 shares

    2.45% of the 13F portfolio, value $19,594,410.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 47,024 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $20,234,461.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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