Skip to content
Disclosery

Phoenix Wealth Advisors: MSFT position timeline

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

Phoenix Wealth Advisors held 19,482 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,482 shares
    Change vs previous 13F -308 shares

    2.45% of the 13F portfolio, value $7,267,255.

    13F-HR 0001842362-26-000005 filed by Phoenix 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 19,790 shares
    Change vs previous 13F -473 shares

    2.89% of the 13F portfolio, value $7,325,612.

    13F-HR 0001842362-26-000003 filed by Phoenix 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 20,263 shares
    Change vs previous 13F -123 shares

    3.77% of the 13F portfolio, value $9,799,360.

    13F-HR 0001842362-26-000001 filed by Phoenix 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 20,386 shares
    Change vs previous 13F +876 shares

    4.06% of the 13F portfolio, value $10,559,104.

    13F-HR 0001842362-25-000007 filed by Phoenix 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 19,510 shares
    Change vs previous 13F -350 shares

    4.06% of the 13F portfolio, value $9,704,497.

    13F-HR 0001842362-25-000004 filed by Phoenix 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 19,860 shares
    Change vs previous 13F -90 shares

    3.25% of the 13F portfolio, value $7,455,089.

    13F-HR 0001842362-25-000003 filed by Phoenix 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 19,950 shares
    Change vs previous 13F -1,320 shares

    3.65% of the 13F portfolio, value $8,408,925.

    13F-HR 0001842362-25-000001 filed by Phoenix 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 21,270 shares
    Change vs previous 13F not available

    4.25% of the 13F portfolio, value $9,152,481.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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