HILLTOP WEALTH ADVISORS, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HILLTOP WEALTH ADVISORS, LLC on MSFT, newest first. How the timeline and the estimate are built.
HILLTOP WEALTH ADVISORS, LLC held 5,435 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,435 sharesChange vs previous 13F -7 shares
1.01% of the 13F portfolio, value $2,027,250.
13F-HR 0002085853-26-000997 filed by HILLTOP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,442 sharesChange vs previous 13F -4,526 shares
1.21% of the 13F portfolio, value $2,014,399.
13F-HR 0001786241-26-000003 filed by HILLTOP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,968 sharesChange vs previous 13F +253 shares
2.42% of the 13F portfolio, value $4,820,544.
13F-HR 0001786241-26-000001 filed by HILLTOP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,715 sharesChange vs previous 13F +4,109 shares
2.62% of the 13F portfolio, value $5,031,801.
13F-HR 0001786241-25-000008 filed by HILLTOP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,606 sharesChange vs previous 13F +317 shares
1.57% of the 13F portfolio, value $2,788,726.
13F-HR 0001786241-25-000005 filed by HILLTOP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,289 sharesChange vs previous 13F +209 shares
1.12% of the 13F portfolio, value $1,985,528.
13F-HR 0001786241-25-000004 filed by HILLTOP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,080 sharesChange vs previous 13F -334 shares
1.08% of the 13F portfolio, value $2,141,111.
13F-HR 0001786241-25-000001 filed by HILLTOP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,414 sharesChange vs previous 13F not available
1.09% of the 13F portfolio, value $2,329,792.
13F-HR 0001786241-24-000006 filed by HILLTOP WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).