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Disclosery

SPWM Advisors LLC: MSFT position timeline

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

SPWM Advisors LLC held 6,738 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,738 shares
    Change vs previous 13F -1,312 shares

    2.45% of the 13F portfolio, value $2,653,557.

    13F-HR 0001951757-26-001065 filed by SPWM 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 8,050 shares
    Change vs previous 13F +290 shares

    2.85% of the 13F portfolio, value $3,282,530.

    13F-HR 0001951757-26-000855 filed by SPWM 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 7,760 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $3,752,978.

    13F-HR 0001951757-26-000466 filed by SPWM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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