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Disclosery

Wela Strategies, Inc.: MSFT position timeline

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

Wela Strategies, Inc. held 973 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 973 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $503,965.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, 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 973 shares
    Change vs previous 13F -55 shares

    0.19% of the 13F portfolio, value $483,980.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, 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 1,028 shares
    Change vs previous 13F +1,028 shares

    0.16% of the 13F portfolio, value $385,901.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, 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 0 shares
    Change vs previous 13F -1,021 shares

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 1,021 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $439,336.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, 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 1,021 shares
    Change vs previous 13F +346 shares

    0.21% of the 13F portfolio, value $456,336.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, 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 675 shares
    Change vs previous 13F +24 shares

    0.13% of the 13F portfolio, value $283,986.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, 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 651 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $244,802.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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