Plus Group Wealth Advisors LLC

SEC CIK: 0002109515
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by Plus Group 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 overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 674
Value: $251.4K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of MSFT by Plus Group Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	674	$251.4K	0.2%	−24−3.4%	Reduced	Holders
Q1 2026	698	$258.4K	0.3%	+36+5.4%	Added	Holders
Q4 2025	662	$320.2K	0.4%	–	No prior filing	Holders