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River Wealth Advisors LLC: MSFT position timeline

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

River Wealth Advisors LLC held 88,060 MSFT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 88,060 shares
    Change vs previous 13F +3,755 shares

    3.44% of the 13F portfolio, value $32,848,148.

    13F-HR/A 0001642570-26-000008 filed by River 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 ended2026-03-31
    13F 84,305 shares
    Change vs previous 13F +3,172 shares

    3.58% of the 13F portfolio, value $31,207,003.

    13F-HR 0001642570-26-000005 filed by River 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 ended2025-12-31
    13F 81,133 shares
    Change vs previous 13F -778 shares

    4.4% of the 13F portfolio, value $39,237,445.

    13F-HR 0001642570-26-000003 filed by River 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 ended2025-09-30
    13F 81,911 shares
    Change vs previous 13F +168 shares

    4.96% of the 13F portfolio, value $42,425,992.

    13F-HR 0001642570-25-000011 filed by River 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 ended2025-06-30
    13F 81,743 shares
    Change vs previous 13F +2,054 shares

    5.05% of the 13F portfolio, value $40,659,695.

    13F-HR 0001642570-25-000009 filed by River 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 ended2025-03-31
    13F 79,689 shares
    Change vs previous 13F +1,511 shares

    4.16% of the 13F portfolio, value $29,914,635.

    13F-HR 0001642570-25-000006 filed by River 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 ended2024-12-31
    13F 78,178 shares
    Change vs previous 13F +2,332 shares

    4.37% of the 13F portfolio, value $32,951,997.

    13F-HR 0001642570-25-000004 filed by River 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 ended2024-09-30
    13F 75,846 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $32,636,441.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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