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Disclosery

VANTAGE WEALTH: MSFT position timeline

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

VANTAGE WEALTH held 44,801 MSFT shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 44,801 shares
    Change vs previous 13F -899 shares

    4.68% of the 13F portfolio, value $21,666,660.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 45,700 shares
    Change vs previous 13F -685 shares

    5.15% of the 13F portfolio, value $23,670,315.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 46,385 shares
    Change vs previous 13F -2,670 shares

    5.23% of the 13F portfolio, value $23,072,363.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 49,055 shares
    Change vs previous 13F -280 shares

    4.16% of the 13F portfolio, value $18,414,756.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 49,335 shares
    Change vs previous 13F -267 shares

    4.48% of the 13F portfolio, value $20,794,703.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 49,602 shares
    Change vs previous 13F -195 shares

    4.62% of the 13F portfolio, value $21,343,741.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 49,797 shares
    Change vs previous 13F -1,336 shares

    5.13% of the 13F portfolio, value $22,256,769.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 51,133 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $21,512,676.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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