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AmeriServ Wealth Advisors: MSFT position timeline

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

AmeriServ Wealth Advisors held 1,890 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,890 shares
    Change vs previous 13F -407 shares

    0.47% of the 13F portfolio, value $705,007.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 2,297 shares
    Change vs previous 13F -79 shares

    0.54% of the 13F portfolio, value $850,279.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 2,376 shares
    Change vs previous 13F +25 shares

    0.67% of the 13F portfolio, value $1,149,081.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 2,351 shares
    Change vs previous 13F -1 shares

    0.62% of the 13F portfolio, value $1,217,699.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 2,352 shares
    Change vs previous 13F -18 shares

    0.58% of the 13F portfolio, value $1,169,908.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 2,370 shares
    Change vs previous 13F -1,034 shares

    0.51% of the 13F portfolio, value $889,673.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 3,404 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,434,786.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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