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Moser Wealth Advisors, LLC: MSFT position timeline

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

Moser Wealth Advisors, LLC held 42,743 MSFT shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 42,743 shares
    Change vs previous 13F +3,672 shares

    10.21% of the 13F portfolio, value $21,260,347.

    13F-HR 0001803081-25-000003 filed by Moser 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 ended2025-03-31
    13F 39,071 shares
    Change vs previous 13F -382 shares

    7.69% of the 13F portfolio, value $14,666,773.

    13F-HR 0001803081-25-000002 filed by Moser 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 ended2024-12-31
    13F 39,453 shares
    Change vs previous 13F -995 shares

    8.65% of the 13F portfolio, value $16,629,491.

    13F-HR 0001803081-25-000001 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 40,448 shares
    Change vs previous 13F +170 shares

    9.03% of the 13F portfolio, value $17,404,958.

    13F-HR 0001803081-24-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 40,278 shares
    Change vs previous 13F +140 shares

    9.79% of the 13F portfolio, value $18,002,322.

    13F-HR 0001803081-24-000003 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 40,138 shares
    Change vs previous 13F -140 shares

    9.41% of the 13F portfolio, value $16,886,706.

    13F-HR 0001803081-24-000002 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 40,278 shares
    Change vs previous 13F +2,556 shares

    9.67% of the 13F portfolio, value $15,145,968.

    13F-HR 0001803081-24-000001 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 37,722 shares
    Change vs previous 13F not available

    8.36% of the 13F portfolio, value $11,910,827.

    13F-HR 0001803081-23-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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