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New Insight Wealth Advisors: MSFT position timeline

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

New Insight Wealth Advisors held 17,083 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,083 shares
    Change vs previous 13F +3,269 shares

    1.88% of the 13F portfolio, value $6,372,289.

    13F-HR 0002022328-26-000003 filed by New Insight 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 13,814 shares
    Change vs previous 13F +1,392 shares

    1.83% of the 13F portfolio, value $5,113,451.

    13F-HR 0002022328-26-000002 filed by New Insight 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 12,422 shares
    Change vs previous 13F +1,131 shares

    2.15% of the 13F portfolio, value $6,007,407.

    13F-HR 0002022328-26-000001 filed by New Insight 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 11,291 shares
    Change vs previous 13F +570 shares

    2.2% of the 13F portfolio, value $5,848,019.

    13F-HR 0002085853-25-000189 filed by New Insight 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 10,721 shares
    Change vs previous 13F +163 shares

    2.19% of the 13F portfolio, value $5,332,699.

    13F-HR 0001667731-25-000846 filed by New Insight 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 10,558 shares
    Change vs previous 13F +2,675 shares

    1.8% of the 13F portfolio, value $3,963,537.

    13F-HR 0001667731-25-000559 filed by New Insight 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 7,883 shares
    Change vs previous 13F +314 shares

    1.66% of the 13F portfolio, value $3,322,826.

    13F-HR 0001667731-25-000218 filed by New Insight 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 7,569 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $3,257,111.

    13F-HR 0002022328-24-000002 filed by New Insight Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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