Laurel Wealth Advisors LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Advisors LLC on MSFT, newest first. How the timeline and the estimate are built.
Laurel Wealth Advisors LLC held 62,158 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 62,158 sharesChange vs previous 13F +89 shares
2.24% of the 13F portfolio, value $23,186,350.
13F-HR 0001757128-26-000003 filed by Laurel 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 62,069 sharesChange vs previous 13F +2,584 shares
2.55% of the 13F portfolio, value $25,766,199.
13F-HR 0001757128-26-000002 filed by Laurel 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 59,485 sharesChange vs previous 13F -527 shares
3.8% of the 13F portfolio, value $28,768,028.
13F-HR 0001757128-26-000001 filed by Laurel 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 60,012 sharesChange vs previous 13F -235 shares
4.34% of the 13F portfolio, value $31,082,835.
13F-HR 0001757128-25-000008 filed by Laurel 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/A 60,247 sharesChange vs previous 13F 0 shares
4.48% of the 13F portfolio, value $29,967,038.
13F-HR/A 0001757128-25-000009 filed by Laurel 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 60,247 sharesChange vs previous 13F +382 shares
3.54% of the 13F portfolio, value $22,616,002.
13F-HR 0001757128-25-000003 filed by Laurel 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 59,865 sharesChange vs previous 13F +120 shares
3.94% of the 13F portfolio, value $25,232,956.
13F-HR 0001757128-25-000001 filed by Laurel 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 59,745 sharesChange vs previous 13F not available
4.13% of the 13F portfolio, value $25,708,064.
13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).