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TrueWealth Advisors, LLC: MSFT position timeline

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

TrueWealth Advisors, LLC held 5,242 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,242 shares
    Change vs previous 13F +1 shares

    0.6% of the 13F portfolio, value $2,688,617.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,241 shares
    Change vs previous 13F -117 shares

    0.44% of the 13F portfolio, value $1,954,909.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 ended2026-03-31
    13F 5,358 shares
    Change vs previous 13F +139 shares

    0.5% of the 13F portfolio, value $1,983,483.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 ended2025-12-31
    13F 5,219 shares
    Change vs previous 13F +4 shares

    0.65% of the 13F portfolio, value $2,524,038.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 ended2025-09-30
    13F 5,215 shares
    Change vs previous 13F -152 shares

    0.73% of the 13F portfolio, value $2,701,354.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 ended2025-06-30
    13F 5,367 shares
    Change vs previous 13F +16 shares

    0.79% of the 13F portfolio, value $2,669,696.

    13F-HR 0001817714-25-000004 filed by TrueWealth 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 ended2025-03-31
    13F 5,351 shares
    Change vs previous 13F -312 shares

    0.66% of the 13F portfolio, value $2,008,624.

    13F-HR 0001817714-25-000003 filed by TrueWealth 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 ended2024-12-31
    13F 5,663 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,387,098.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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