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Westover Capital Advisors, LLC: MSFT position timeline

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

Westover Capital Advisors, LLC held 40,093 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,093 shares
    Change vs previous 13F -45 shares

    2.48% of the 13F portfolio, value $14,955,491.

    13F-HR 0001483467-26-000003 filed by Westover Capital 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 40,138 shares
    Change vs previous 13F +520 shares

    2.73% of the 13F portfolio, value $14,857,883.

    13F-HR 0001483467-26-000002 filed by Westover Capital 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 39,618 shares
    Change vs previous 13F +262 shares

    3.49% of the 13F portfolio, value $19,160,057.

    13F-HR 0001483467-26-000001 filed by Westover Capital 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 39,356 shares
    Change vs previous 13F +716 shares

    3.77% of the 13F portfolio, value $20,384,440.

    13F-HR 0001483467-25-000009 filed by Westover Capital 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 38,640 shares
    Change vs previous 13F -1,821 shares

    3.84% of the 13F portfolio, value $19,219,922.

    13F-HR 0001483467-25-000008 filed by Westover Capital 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 40,461 shares
    Change vs previous 13F -253 shares

    3.37% of the 13F portfolio, value $15,188,655.

    13F-HR 0001262677-25-000002 filed by Westover Capital 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 40,714 shares
    Change vs previous 13F +182 shares

    3.78% of the 13F portfolio, value $17,160,951.

    13F-HR 0001483467-25-000002 filed by Westover Capital 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 40,532 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $17,440,920.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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