Skip to content

W ADVISORS, LLC: MSFT position timeline

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

W ADVISORS, LLC held 16,081 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,081 shares
    Change vs previous 13F -34 shares

    2.73% of the 13F portfolio, value $5,998,704.

    13F-HR 0001172661-26-002980 filed by W 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 16,115 shares
    Change vs previous 13F +141 shares

    3.06% of the 13F portfolio, value $5,965,623.

    13F-HR 0001172661-26-001570 filed by W 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 15,974 shares
    Change vs previous 13F +502 shares

    3.89% of the 13F portfolio, value $7,725,524.

    13F-HR 0001172661-26-000770 filed by W 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 15,472 shares
    Change vs previous 13F +145 shares

    4.22% of the 13F portfolio, value $8,013,706.

    13F-HR 0001172661-25-004935 filed by W 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 15,327 shares
    Change vs previous 13F -448 shares

    4.37% of the 13F portfolio, value $7,623,696.

    13F-HR 0001172661-25-002933 filed by W 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 15,775 shares
    Change vs previous 13F +131 shares

    3.71% of the 13F portfolio, value $5,921,624.

    13F-HR 0001172661-25-001769 filed by W 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 15,644 shares
    Change vs previous 13F +111 shares

    4.08% of the 13F portfolio, value $6,594,095.

    13F-HR 0001172661-25-000311 filed by W 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 15,533 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $6,683,915.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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