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BCU Wealth Advisors, LLC

SEC CIK
0002003570
Latest filing
Jul 14, 2026

MSFT holding history

Microsoft Corp in every 13F filed by BCU Wealth Advisors, 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)
632
Value
$235.6K
% of portfolio
0.1%
Quarters held
9
Since Q1 2024
Holdings of MSFT by BCU Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026632$235.6K0.1%−78−11.0%ReducedHolders
Q1 2026710$262.8K0.1%00.0%UnchangedHolders
Q4 2025710$343.3K0.1%00.0%UnchangedHolders
Q3 2025710$367.6K0.1%−485−40.6%ReducedHolders
Q2 20251,195$594.2K0.3%+1,195NewHolders
Q1 20250$00.0%−532−100.0%Sold outHolders
Q4 2024532$224.4K0.1%00.0%UnchangedHolders
Q3 2024532$229.0K0.1%00.0%UnchangedHolders
Q2 2024532$237.8K0.2%00.0%UnchangedHolders
Q1 2024532$223.9K0.2%+532NewHolders