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Wealthstream Advisors, Inc.: MSFT position timeline

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

Wealthstream Advisors, Inc. held 14,089 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,089 shares
    Change vs previous 13F +322 shares

    1.1% of the 13F portfolio, value $7,297,612.

    13F-HR 0001833780-25-000012 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 13,767 shares
    Change vs previous 13F +1,301 shares

    1.14% of the 13F portfolio, value $6,847,649.

    13F-HR 0001833780-25-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,466 shares
    Change vs previous 13F +47 shares

    0.88% of the 13F portfolio, value $4,679,465.

    13F-HR 0001833780-25-000005 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,419 shares
    Change vs previous 13F +444 shares

    0.97% of the 13F portfolio, value $5,234,783.

    13F-HR 0001833780-25-000003 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 11,975 shares
    Change vs previous 13F +123 shares

    0.94% of the 13F portfolio, value $5,152,949.

    13F-HR 0001833780-24-000014 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 11,852 shares
    Change vs previous 13F +115 shares

    1.94% of the 13F portfolio, value $5,297,289.

    13F-HR 0001833780-24-000010 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 11,737 shares
    Change vs previous 13F +645 shares

    1.87% of the 13F portfolio, value $4,938,026.

    13F-HR 0001833780-24-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 11,092 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $4,171,068.

    13F-HR 0001833780-24-000004 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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