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WP Advisors, LLC: MSFT position timeline

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

WP Advisors, LLC held 19,088 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,088 shares
    Change vs previous 13F +1,010 shares

    1.72% of the 13F portfolio, value $7,120,240.

    13F-HR 0001172661-26-002906 filed by WP 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 18,078 shares
    Change vs previous 13F +1,944 shares

    1.73% of the 13F portfolio, value $6,691,929.

    13F-HR 0001172661-26-001595 filed by WP 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 16,134 shares
    Change vs previous 13F +1,014 shares

    1.94% of the 13F portfolio, value $7,802,813.

    13F-HR 0001172661-26-000361 filed by WP 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 15,120 shares
    Change vs previous 13F -261 shares

    1.99% of the 13F portfolio, value $7,831,600.

    13F-HR 0001172661-25-004384 filed by WP 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 15,381 shares
    Change vs previous 13F +965 shares

    2.1% of the 13F portfolio, value $7,650,614.

    13F-HR 0001172661-25-002966 filed by WP 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 14,416 shares
    Change vs previous 13F -126 shares

    1.8% of the 13F portfolio, value $5,411,553.

    13F-HR 0001172661-25-001703 filed by WP 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 14,542 shares
    Change vs previous 13F -75 shares

    2.04% of the 13F portfolio, value $6,129,341.

    13F-HR 0001172661-25-000469 filed by WP 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 14,617 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $6,289,751.

    13F-HR 0001172661-24-004505 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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