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SOA Wealth Advisors, LLC.: MSFT position timeline

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

SOA Wealth Advisors, LLC. held 102,203 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,203 shares
    Change vs previous 13F +25,426 shares

    2.11% of the 13F portfolio, value $12,541,909.

    13F-HR 0001376474-26-000503 filed by SOA 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 76,777 shares
    Change vs previous 13F -1,483 shares

    2.38% of the 13F portfolio, value $12,621,158.

    13F-HR 0001376474-26-000388 filed by SOA 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 78,260 shares
    Change vs previous 13F -45,967 shares

    2.9% of the 13F portfolio, value $17,193,330.

    13F-HR 0001376474-26-000055 filed by SOA 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 124,227 shares
    Change vs previous 13F +243 shares

    3.17% of the 13F portfolio, value $18,517,371.

    13F-HR 0001376474-25-000852 filed by SOA 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 123,984 shares
    Change vs previous 13F -2,816 shares

    3.32% of the 13F portfolio, value $17,665,660.

    13F-HR 0001376474-25-000638 filed by SOA 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 126,800 shares
    Change vs previous 13F +85,048 shares

    2.73% of the 13F portfolio, value $13,091,385.

    13F-HR 0001376474-25-000332 filed by SOA 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/A 41,752 shares
    Change vs previous 13F -150 shares

    3.24% of the 13F portfolio, value $17,598,500.

    13F-HR/A 0001376474-25-000162 filed by SOA 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/A 41,902 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $18,030,348.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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