Skip to content
Disclosery

Wealthstreet Investment Advisors, LLC: MSFT position timeline

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

Wealthstreet Investment Advisors, LLC held 158 MSFT shares at 2022-03-31 per its 13F-HR filed 2022-04-25.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 158 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $49,000.

    13F-HR 0001580642-22-002227 filed by Wealthstreet Investment 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 ended2021-12-31
    13F 158 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $53,000.

    13F-HR 0001580642-22-000280 filed by Wealthstreet Investment 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 ended2021-09-30
    13F 158 shares
    Change vs previous 13F -236 shares

    1.24% of the 13F portfolio, value $45,000.

    13F-HR 0001580642-21-005151 filed by Wealthstreet Investment 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 ended2021-06-30
    13F 394 shares
    Change vs previous 13F -110,436 shares

    0.55% of the 13F portfolio, value $107,000.

    13F-HR 0001580642-21-003387 filed by Wealthstreet Investment 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 ended2021-03-31
    13F 110,830 shares
    Change vs previous 13F -3,840 shares

    2.55% of the 13F portfolio, value $26,131,000.

    13F-HR 0001580642-21-001956 filed by Wealthstreet Investment 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 ended2020-12-31
    13F 114,670 shares
    Change vs previous 13F -805 shares

    2.58% of the 13F portfolio, value $25,505,000.

    13F-HR 0001580642-21-000168 filed by Wealthstreet Investment 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 ended2020-09-30
    13F 115,475 shares
    Change vs previous 13F +1,436 shares

    2.71% of the 13F portfolio, value $24,287,000.

    13F-HR 0001580642-20-003877 filed by Wealthstreet Investment 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 ended2020-06-30
    13F 114,039 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $23,208,000.

    13F-HR 0001580642-20-002925 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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