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Disclosery

WealthTrust Axiom LLC: MSFT position timeline

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

WealthTrust Axiom LLC held 28,637 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 28,637 shares
    Change vs previous 13F -399 shares

    2.39% of the 13F portfolio, value $10,682,093.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 29,036 shares
    Change vs previous 13F -43 shares

    2.64% of the 13F portfolio, value $10,748,297.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 29,079 shares
    Change vs previous 13F -284 shares

    3.62% of the 13F portfolio, value $14,063,184.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 29,363 shares
    Change vs previous 13F +975 shares

    4.07% of the 13F portfolio, value $15,208,473.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 28,388 shares
    Change vs previous 13F -1,515 shares

    4.15% of the 13F portfolio, value $14,120,550.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 29,903 shares
    Change vs previous 13F -590 shares

    3.42% of the 13F portfolio, value $11,225,134.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 30,493 shares
    Change vs previous 13F +141 shares

    3.83% of the 13F portfolio, value $12,852,627.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 30,352 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $13,060,290.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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