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Disclosery

Heritage Wealth Advisors: MSFT position timeline

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

Heritage Wealth Advisors held 174,468 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 174,468 shares
    Change vs previous 13F +22,670 shares

    2.23% of the 13F portfolio, value $65,080,228.

    13F-HR 0001591122-26-000008 filed by Heritage 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 151,798 shares
    Change vs previous 13F -29,218 shares

    2.2% of the 13F portfolio, value $56,190,901.

    13F-HR 0001591122-26-000003 filed by Heritage 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 181,016 shares
    Change vs previous 13F +15,086 shares

    3.34% of the 13F portfolio, value $87,542,848.

    13F-HR 0001591122-26-000002 filed by Heritage 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 165,930 shares
    Change vs previous 13F +1,519 shares

    3.76% of the 13F portfolio, value $85,943,436.

    13F-HR 0001591122-25-000010 filed by Heritage 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 164,411 shares
    Change vs previous 13F +698 shares

    3.88% of the 13F portfolio, value $81,779,875.

    13F-HR 0001591122-25-000007 filed by Heritage 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 163,713 shares
    Change vs previous 13F -1,040 shares

    3.11% of the 13F portfolio, value $61,456,065.

    13F-HR 0001591122-25-000004 filed by Heritage 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 164,753 shares
    Change vs previous 13F -5,102 shares

    3.44% of the 13F portfolio, value $69,443,448.

    13F-HR 0001591122-25-000002 filed by Heritage 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 169,855 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $73,088,494.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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