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Legacy Wealth Advisors, LLC: MSFT position timeline

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

Legacy Wealth Advisors, LLC held 13,208 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 13,208 shares
    Change vs previous 13F +3,016 shares

    2.13% of the 13F portfolio, value $4,926,849.

    13F-HR 0002111463-26-000004 filed by Legacy 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 ended2026-03-31
    13F 10,192 shares
    Change vs previous 13F +2,276 shares

    1.93% of the 13F portfolio, value $3,772,773.

    13F-HR 0002111463-26-000003 filed by Legacy 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 ended2025-12-31
    13F 7,916 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $3,828,336.

    13F-HR 0002111463-26-000001 filed by Legacy Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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