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Disclosery

Wills Financial Group LLC: MSFT position timeline

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

Wills Financial Group LLC held 35,189 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,189 shares
    Change vs previous 13F -72 shares

    4.78% of the 13F portfolio, value $13,126,026.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group 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 35,261 shares
    Change vs previous 13F -194 shares

    5.38% of the 13F portfolio, value $14,288,256.

    13F-HR 0002059579-26-000002 filed by Wills Financial Group 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 35,455 shares
    Change vs previous 13F -4,994 shares

    6.55% of the 13F portfolio, value $17,146,715.

    13F-HR 0002059579-26-000001 filed by Wills Financial Group 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 40,449 shares
    Change vs previous 13F -514 shares

    8.59% of the 13F portfolio, value $20,950,468.

    13F-HR 0002059579-25-000007 filed by Wills Financial Group 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 40,963 shares
    Change vs previous 13F +128 shares

    8.84% of the 13F portfolio, value $20,375,652.

    13F-HR 0002059579-25-000004 filed by Wills Financial Group 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 40,835 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $15,329,171.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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