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Wolf Group Capital Advisors: MSFT position timeline

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

Wolf Group Capital Advisors held 7,955 MSFT shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 7,955 shares
    Change vs previous 13F +2,350 shares

    1% of the 13F portfolio, value $2,986,227.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 5,605 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,908,727.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 5,605 shares
    Change vs previous 13F -1,489 shares

    0.91% of the 13F portfolio, value $1,908,727.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 7,094 shares
    Change vs previous 13F +1,489 shares

    1.25% of the 13F portfolio, value $3,170,663.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,605 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,908,727.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 5,605 shares
    Change vs previous 13F +52 shares

    0.91% of the 13F portfolio, value $1,908,727.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,553 shares
    Change vs previous 13F +12 shares

    0.83% of the 13F portfolio, value $1,753,360.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 5,541 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,842,826.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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