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Disclosery

PFW Advisors LLC: MSFT position timeline

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

PFW Advisors LLC held 9,991 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,991 shares
    Change vs previous 13F +301 shares

    1.52% of the 13F portfolio, value $5,124,384.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,690 shares
    Change vs previous 13F +1,054 shares

    1.05% of the 13F portfolio, value $3,614,564.

    13F-HR 0001989744-26-000003 filed by PFW 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 ended2026-03-31
    13F 8,636 shares
    Change vs previous 13F -987 shares

    1.01% of the 13F portfolio, value $3,196,788.

    13F-HR 0001989744-26-000002 filed by PFW 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 ended2025-12-31
    13F 9,623 shares
    Change vs previous 13F +676 shares

    1.41% of the 13F portfolio, value $4,653,875.

    13F-HR 0001989744-26-000001 filed by PFW 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 ended2025-09-30
    13F 8,947 shares
    Change vs previous 13F +243 shares

    1.37% of the 13F portfolio, value $4,634,099.

    13F-HR 0001989744-25-000005 filed by PFW 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 ended2025-06-30
    13F 8,704 shares
    Change vs previous 13F -1,136 shares

    1.33% of the 13F portfolio, value $4,329,457.

    13F-HR 0001989744-25-000004 filed by PFW 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 ended2025-03-31
    13F 9,840 shares
    Change vs previous 13F -136 shares

    1.16% of the 13F portfolio, value $3,693,838.

    13F-HR 0001989744-25-000002 filed by PFW 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 ended2024-12-31
    13F 9,976 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,204,884.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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