ADG Wealth Management Group, LLC

SEC CIK: 0002053824
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MSFT holding history

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

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 979
Value: $365.2K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of MSFT by ADG Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	979	$365.2K	0.2%	+135+16.0%	Added	Holders
Q1 2026	844	$312.4K	0.2%	+225+36.3%	Added	Holders
Q4 2025	619	$299.4K	0.2%	+68+12.3%	Added	Holders
Q3 2025	551	$285.4K	0.2%	+50+10.0%	Added	Holders
Q2 2025	501	$249.2K	0.2%	+501	New	Holders