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Wealthcare Advisory Partners LLC: MSFT position timeline

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

Wealthcare Advisory Partners LLC held 89,357 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,357 shares
    Change vs previous 13F -20,537 shares

    0.6% of the 13F portfolio, value $33,331,792.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 84,993 shares
    • Wealthcare Capital Partners, LLC: 4,364 shares

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

  2. period ended2026-03-31
    13F 109,894 shares
    Change vs previous 13F +276 shares

    0.76% of the 13F portfolio, value $40,679,444.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 105,087 shares
    • Wealthcare Capital Partners, LLC: 4,807 shares

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

  3. period ended2025-12-31
    13F 109,618 shares
    Change vs previous 13F +8,752 shares

    1% of the 13F portfolio, value $53,013,602.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 104,969 shares
    • Wealthcare Capital Partners, LLC: 4,649 shares

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

  4. period ended2025-09-30
    13F 100,866 shares
    Change vs previous 13F +439 shares

    1.04% of the 13F portfolio, value $52,243,465.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 96,001 shares
    • Wealthcare Capital Partners, LLC: 4,865 shares

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

  5. period ended2025-06-30
    13F 100,427 shares
    Change vs previous 13F +3,100 shares

    1.09% of the 13F portfolio, value $49,953,440.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 95,565 shares
    • Wealthcare Capital Partners, LLC: 4,862 shares

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

  6. period ended2025-03-31
    13F 97,327 shares
    Change vs previous 13F -1,648 shares

    0.93% of the 13F portfolio, value $36,535,454.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 91,872 shares
    • Wealthcare Capital Partners, LLC: 5,455 shares

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

  7. period ended2024-12-31
    13F 98,975 shares
    Change vs previous 13F +4,035 shares

    1.1% of the 13F portfolio, value $41,717,729.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 93,654 shares
    • Wealthcare Capital Partners, LLC: 5,321 shares

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

  8. period ended2024-09-30
    13F 94,940 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $40,852,603.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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