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Wisconsin Wealth Advisors, LLC: MSFT position timeline

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

Wisconsin Wealth Advisors, LLC held 5,674 MSFT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,674 shares
    Change vs previous 13F +9 shares

    2.45% of the 13F portfolio, value $2,910,187.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,665 shares
    Change vs previous 13F -56 shares

    1.81% of the 13F portfolio, value $2,113,007.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth 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 ended2026-03-31
    13F 5,721 shares
    Change vs previous 13F +726 shares

    2.08% of the 13F portfolio, value $2,117,593.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth 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 ended2025-12-31
    13F 4,995 shares
    Change vs previous 13F +1 shares

    2.37% of the 13F portfolio, value $2,415,832.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth 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 ended2025-09-30
    13F 4,994 shares
    Change vs previous 13F -21 shares

    2.46% of the 13F portfolio, value $2,586,761.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth 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 ended2025-06-30
    13F 5,015 shares
    Change vs previous 13F -64 shares

    2.87% of the 13F portfolio, value $2,494,684.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth 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 ended2025-03-31
    13F 5,079 shares
    Change vs previous 13F +262 shares

    2.74% of the 13F portfolio, value $1,906,648.

    13F-HR 0001754960-25-000572 filed by Wisconsin Wealth 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 ended2024-12-31
    13F 4,817 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $2,030,344.

    13F-HR 0001754960-25-000573 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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