Skip to content
Disclosery

Wallace Advisory Group, LLC: MSFT position timeline

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

Wallace Advisory Group, LLC held 4,815 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,815 shares
    Change vs previous 13F +36 shares

    1.69% of the 13F portfolio, value $1,796,091.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 4,779 shares
    Change vs previous 13F -255 shares

    1.89% of the 13F portfolio, value $1,769,042.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 5,034 shares
    Change vs previous 13F -800 shares

    2.55% of the 13F portfolio, value $2,434,543.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 5,834 shares
    Change vs previous 13F -1,514 shares

    2.33% of the 13F portfolio, value $2,901,890.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 7,348 shares
    Change vs previous 13F +103 shares

    2% of the 13F portfolio, value $2,758,208.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 7,245 shares
    Change vs previous 13F +244 shares

    2.11% of the 13F portfolio, value $3,053,590.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 7,001 shares
    Change vs previous 13F -440 shares

    2.08% of the 13F portfolio, value $3,012,349.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 7,441 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $3,325,755.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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