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Vanguard Capital Wealth Advisors: MSFT position timeline

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

Vanguard Capital Wealth Advisors held 3,139 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,139 shares
    Change vs previous 13F +218 shares

    0.79% of the 13F portfolio, value $1,170,910.

    13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
    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 2,921 shares
    Change vs previous 13F -426 shares

    1% of the 13F portfolio, value $1,081,309.

    13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
    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 3,347 shares
    Change vs previous 13F +105 shares

    1.29% of the 13F portfolio, value $1,618,710.

    13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
    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 3,242 shares
    Change vs previous 13F -85 shares

    1.34% of the 13F portfolio, value $1,679,211.

    13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
    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 3,327 shares
    Change vs previous 13F +340 shares

    1.64% of the 13F portfolio, value $1,654,883.

    13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
    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 2,987 shares
    Change vs previous 13F -84 shares

    1.37% of the 13F portfolio, value $1,121,290.

    13F-HR 0001085146-25-002065 filed by Vanguard Capital Wealth Advisors
    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 3,071 shares
    Change vs previous 13F -166 shares

    1.41% of the 13F portfolio, value $1,294,427.

    13F-HR 0001085146-25-001730 filed by Vanguard Capital Wealth Advisors
    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 3,237 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,392,881.

    13F-HR 0001085146-24-005164 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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