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Wealthspire Advisors, LLC: MSFT position timeline

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

Wealthspire Advisors, LLC held 342,187 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,187 shares
    Change vs previous 13F +104,523 shares

    0.7% of the 13F portfolio, value $127,642,884.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 237,664 shares
    Change vs previous 13F -45,617 shares

    0.69% of the 13F portfolio, value $87,976,140.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 283,281 shares
    Change vs previous 13F +67,789 shares

    1.09% of the 13F portfolio, value $137,000,456.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 215,492 shares
    Change vs previous 13F -228,882 shares

    0.58% of the 13F portfolio, value $111,613,806.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 444,374 shares
    Change vs previous 13F -3,514 shares

    1.24% of the 13F portfolio, value $221,036,188.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 447,888 shares
    Change vs previous 13F +216,032 shares

    1% of the 13F portfolio, value $168,132,202.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 231,856 shares
    Change vs previous 13F +9,371 shares

    0.97% of the 13F portfolio, value $97,727,295.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 222,485 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $95,735,055.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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