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Visionary Wealth Advisors: MSFT position timeline

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

Visionary Wealth Advisors held 117,678 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,678 shares
    Change vs previous 13F +924 shares

    1.73% of the 13F portfolio, value $43,896,327.

    13F-HR 0001802984-26-000005 filed by Visionary 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 116,754 shares
    Change vs previous 13F +5,134 shares

    1.91% of the 13F portfolio, value $43,218,798.

    13F-HR 0001802984-26-000004 filed by Visionary 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 111,620 shares
    Change vs previous 13F +424 shares

    2.44% of the 13F portfolio, value $53,981,773.

    13F-HR 0001802984-26-000001 filed by Visionary 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 111,196 shares
    Change vs previous 13F +20 shares

    2.69% of the 13F portfolio, value $57,593,993.

    13F-HR 0001802984-25-000008 filed by Visionary 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 111,176 shares
    Change vs previous 13F +16,419 shares

    2.82% of the 13F portfolio, value $55,299,861.

    13F-HR 0001802984-25-000006 filed by Visionary 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 94,757 shares
    Change vs previous 13F -5,731 shares

    2.14% of the 13F portfolio, value $35,570,848.

    13F-HR 0001802984-25-000005 filed by Visionary 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 100,488 shares
    Change vs previous 13F +6,254 shares

    2.48% of the 13F portfolio, value $42,355,769.

    13F-HR 0001802984-25-000002 filed by Visionary 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 94,234 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $40,548,797.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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