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Hillcrest Wealth Advisors - NY, LLC

SEC CIK
0001767121
Latest filing
Jul 21, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Hillcrest Wealth Advisors - NY, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
1,478
Value
$551.3K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of MSFT by Hillcrest Wealth Advisors - NY, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,478$551.3K0.2%+750+103.0%AddedHolders
Q1 2026728$269.5K0.1%00.0%UnchangedHolders
Q4 2025728$352.1K0.2%00.0%UnchangedHolders
Q3 2025728$377.1K0.2%00.0%UnchangedHolders
Q2 2025728$362.1K0.2%00.0%UnchangedHolders
Q1 2025728$273.3K0.1%00.0%UnchangedHolders
Q4 2024728$306.9K0.1%00.0%UnchangedHolders
Q3 2024728$313.3K0.2%00.0%UnchangedHolders
Q2 2024728$325.4K0.2%−76−9.5%ReducedHolders
Q1 2024804$338.3K0.2%−16−2.0%ReducedHolders
Q4 2023820$308.4K0.2%+1+0.1%AddedHolders
Q3 2023819$258.6K0.1%00.0%UnchangedHolders
Q2 2023819$278.9K0.2%−40−4.7%ReducedHolders
Q1 2023859$247.7K0.1%+1+0.1%AddedHolders
Q4 2022858$205.8K0.1%00.0%UnchangedHolders
Q3 2022858$200.0K0.1%00.0%UnchangedHolders
Q2 2022858$220.0K0.1%00.0%UnchangedHolders
Q1 2022858$265.0K0.1%00.0%UnchangedHolders
Q4 2021858$289.0K0.2%00.0%UnchangedHolders
Q3 2021858$242.0K0.1%−63−6.8%ReducedHolders
Q2 2021921$249.0K0.2%+921NewHolders