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WBI INVESTMENTS, LLC: MSFT position timeline

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

WBI INVESTMENTS, LLC held 4,227 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,227 shares
    Change vs previous 13F -738 shares

    0.39% of the 13F portfolio, value $1,576,688.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 4,965 shares
    Change vs previous 13F +2,573 shares

    0.51% of the 13F portfolio, value $1,837,971.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 4,965 shares
    • MILLINGTON SECURITIES, LLC: 4,965 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 2,392 shares
    Change vs previous 13F -849 shares

    0.3% of the 13F portfolio, value $1,156,713.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 3,241 shares
    Change vs previous 13F -1,112 shares

    0.43% of the 13F portfolio, value $1,678,728.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 4,353 shares
    Change vs previous 13F -1,904 shares

    0.56% of the 13F portfolio, value $2,165,415.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 6,257 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,348,860.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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