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Wade Financial Advisory, Inc: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on MSFT, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 3,484 MSFT shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,484 shares
    Change vs previous 13F +29 shares

    0.45% of the 13F portfolio, value $1,307,686.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 3,455 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,456,088.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,455 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,486,488.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 3,455 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,544,006.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 3,455 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,453,394.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 3,455 shares
    Change vs previous 13F -140 shares

    0.49% of the 13F portfolio, value $1,299,045.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 3,595 shares
    Change vs previous 13F +120 shares

    0.49% of the 13F portfolio, value $1,135,269.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 3,475 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,183,220.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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