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Disclosery

Waterford Advisors, LLC: MSFT position timeline

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

Waterford Advisors, LLC held 2,752 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,752 shares
    Change vs previous 13F +10 shares

    0.28% of the 13F portfolio, value $1,026,722.

    13F-HR 0001960657-26-000003 filed by Waterford 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 2,742 shares
    Change vs previous 13F +12 shares

    0.31% of the 13F portfolio, value $984,349.

    13F-HR 0001960657-26-000002 filed by Waterford 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 2,730 shares
    Change vs previous 13F -84 shares

    0.52% of the 13F portfolio, value $1,320,283.

    13F-HR 0001960657-26-000001 filed by Waterford 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 2,814 shares
    Change vs previous 13F +1,546 shares

    0.5% of the 13F portfolio, value $1,457,272.

    13F-HR 0001960657-25-000007 filed by Waterford 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 1,268 shares
    Change vs previous 13F -1,510 shares

    0.55% of the 13F portfolio, value $1,381,917.

    13F-HR 0001960657-25-000005 filed by Waterford 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 2,778 shares
    Change vs previous 13F -10 shares

    0.43% of the 13F portfolio, value $1,042,795.

    13F-HR 0001960657-25-000002 filed by Waterford 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 2,788 shares
    Change vs previous 13F +176 shares

    0.6% of the 13F portfolio, value $1,175,007.

    13F-HR 0001960657-25-000001 filed by Waterford 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 2,612 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,124,017.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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