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RPg Family Wealth Advisory, LLC: MSFT position timeline

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

RPg Family Wealth Advisory, LLC held 33,820 MSFT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 33,820 shares
    Change vs previous 13F +11,242 shares

    2.1% of the 13F portfolio, value $12,615,610.

    13F-HR/A 0001569884-26-000009 filed by RPg Family Wealth Advisory, 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 22,578 shares
    Change vs previous 13F -347 shares

    1.74% of the 13F portfolio, value $8,357,667.

    13F-HR 0001569884-26-000006 filed by RPg Family Wealth Advisory, 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 22,925 shares
    Change vs previous 13F +3,985 shares

    2.44% of the 13F portfolio, value $11,087,083.

    13F-HR 0001569884-26-000002 filed by RPg Family Wealth Advisory, 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 18,940 shares
    Change vs previous 13F +3,326 shares

    2.15% of the 13F portfolio, value $9,810,074.

    13F-HR 0001569884-25-000013 filed by RPg Family Wealth Advisory, 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 15,614 shares
    Change vs previous 13F -5,813 shares

    2.07% of the 13F portfolio, value $7,766,657.

    13F-HR 0001569884-25-000010 filed by RPg Family Wealth Advisory, 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 21,427 shares
    Change vs previous 13F +256 shares

    2.29% of the 13F portfolio, value $8,043,555.

    13F-HR 0001569884-25-000006 filed by RPg Family Wealth Advisory, 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 21,171 shares
    Change vs previous 13F +942 shares

    3.16% of the 13F portfolio, value $8,923,377.

    13F-HR 0001569884-25-000002 filed by RPg Family Wealth Advisory, 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/A 20,229 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $8,704,335.

    13F-HR/A 0001569884-24-000002 filed by RPg Family Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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