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Disclosery

WBH ADVISORY INC: MSFT position timeline

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

WBH ADVISORY INC held 40,212 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,212 shares
    Change vs previous 13F -420 shares

    1.01% of the 13F portfolio, value $14,999,871.

    13F-HR 0001259671-26-000004 filed by WBH 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 ended2026-03-31
    13F 40,632 shares
    Change vs previous 13F -227 shares

    1.12% of the 13F portfolio, value $15,008,332.

    13F-HR 0001259671-26-000003 filed by WBH 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 ended2025-12-31
    13F 40,859 shares
    Change vs previous 13F -534 shares

    1.46% of the 13F portfolio, value $19,760,337.

    13F-HR 0001259671-26-000002 filed by WBH 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 ended2025-09-30
    13F 41,393 shares
    Change vs previous 13F -823 shares

    1.64% of the 13F portfolio, value $21,439,373.

    13F-HR 0001259671-25-000010 filed by WBH 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 ended2025-06-30
    13F 42,216 shares
    Change vs previous 13F -17,048 shares

    1.79% of the 13F portfolio, value $20,998,436.

    13F-HR 0001259671-25-000006 filed by WBH 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 ended2025-03-31
    13F 59,264 shares
    Change vs previous 13F -5,909 shares

    2.08% of the 13F portfolio, value $22,247,149.

    13F-HR 0001259671-25-000004 filed by WBH 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 ended2024-12-31
    13F 65,173 shares
    Change vs previous 13F +28,134 shares

    2.55% of the 13F portfolio, value $27,470,516.

    13F-HR 0001259671-25-000002 filed by WBH 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 ended2024-09-30
    13F 37,039 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $15,938,095.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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