WestHill Financial Advisors, Inc.: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestHill Financial Advisors, Inc. on MSFT, newest first. How the timeline and the estimate are built.
WestHill Financial Advisors, Inc. held 10,602 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 10,602 sharesChange vs previous 13F +4,335 shares
0.91% of the 13F portfolio, value $5,437,900.
13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 6,267 sharesChange vs previous 13F -109 shares
0.4% of the 13F portfolio, value $2,337,810.
13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,376 sharesChange vs previous 13F -156 shares
0.45% of the 13F portfolio, value $2,360,052.
13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,532 sharesChange vs previous 13F +237 shares
0.6% of the 13F portfolio, value $3,158,801.
13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,295 sharesChange vs previous 13F -6 shares
0.64% of the 13F portfolio, value $3,260,270.
13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,301 sharesChange vs previous 13F +11 shares
0.66% of the 13F portfolio, value $3,133,959.
13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,290 sharesChange vs previous 13F -511 shares
0.54% of the 13F portfolio, value $2,361,274.
13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,801 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $2,866,696.
13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).