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WESPAC Advisors SoCal, LLC: MSFT position timeline

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

WESPAC Advisors SoCal, LLC held 40,255 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,255 shares
    Change vs previous 13F +1,154 shares

    2.69% of the 13F portfolio, value $15,016,053.

    13F-HR 0001172661-26-002638 filed by WESPAC Advisors SoCal, 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 39,101 shares
    Change vs previous 13F +707 shares

    3.08% of the 13F portfolio, value $14,473,896.

    13F-HR 0001172661-26-001497 filed by WESPAC Advisors SoCal, 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 38,394 shares
    Change vs previous 13F +1,422 shares

    3.74% of the 13F portfolio, value $18,568,136.

    13F-HR 0001172661-26-000026 filed by WESPAC Advisors SoCal, 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 36,972 shares
    Change vs previous 13F -473 shares

    3.89% of the 13F portfolio, value $19,149,398.

    13F-HR 0001172661-25-004364 filed by WESPAC Advisors SoCal, 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 37,445 shares
    Change vs previous 13F -6,685 shares

    4.16% of the 13F portfolio, value $18,625,556.

    13F-HR 0001172661-25-002787 filed by WESPAC Advisors SoCal, 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 44,130 shares
    Change vs previous 13F -6,561 shares

    4.32% of the 13F portfolio, value $16,565,855.

    13F-HR 0001172661-25-001583 filed by WESPAC Advisors SoCal, 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 50,691 shares
    Change vs previous 13F -873 shares

    4.83% of the 13F portfolio, value $21,366,310.

    13F-HR 0001172661-25-000357 filed by WESPAC Advisors SoCal, 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 51,564 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $22,187,970.

    13F-HR 0001172661-24-004488 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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