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WestEnd Advisors, LLC: MSFT position timeline

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

WestEnd Advisors, LLC held 98,269 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,269 shares
    Change vs previous 13F -9,124 shares

    0.82% of the 13F portfolio, value $36,657,437.

    13F-HR 0001398344-26-012446 filed by WestEnd 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 ended2026-03-31
    13F 107,393 shares
    Change vs previous 13F +9,873 shares

    0.96% of the 13F portfolio, value $39,754,970.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 ended2025-12-31
    13F 97,520 shares
    Change vs previous 13F -3,886 shares

    1.1% of the 13F portfolio, value $47,164,195.

    13F-HR 0001398344-26-001290 filed by WestEnd 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 ended2025-09-30
    13F 101,406 shares
    Change vs previous 13F -1,691 shares

    1.23% of the 13F portfolio, value $52,524,642.

    13F-HR 0001398344-25-019523 filed by WestEnd 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 ended2025-06-30
    13F 103,097 shares
    Change vs previous 13F +4,227 shares

    1.27% of the 13F portfolio, value $51,282,629.

    13F-HR 0001398344-25-013593 filed by WestEnd 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 ended2025-03-31
    13F 98,870 shares
    Change vs previous 13F -5,317 shares

    0.98% of the 13F portfolio, value $37,114,827.

    13F-HR 0001398344-25-007692 filed by WestEnd 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 ended2024-12-31
    13F 104,187 shares
    Change vs previous 13F +5,531 shares

    1.12% of the 13F portfolio, value $43,914,843.

    13F-HR 0001398344-25-001236 filed by WestEnd 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 ended2024-09-30
    13F 98,656 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $42,451,705.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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