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Addison Advisors LLC: MSFT position timeline

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

Addison Advisors LLC held 3,749 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,749 shares
    Change vs previous 13F -12,514 shares

    0.66% of the 13F portfolio, value $1,398,548.

    13F-HR 0001843745-26-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 16,263 shares
    Change vs previous 13F -144 shares

    1.33% of the 13F portfolio, value $6,020,076.

    13F-HR 0001843745-26-000002 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,407 shares
    Change vs previous 13F -167 shares

    1.78% of the 13F portfolio, value $7,934,754.

    13F-HR 0001843745-26-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 16,574 shares
    Change vs previous 13F -190 shares

    1.99% of the 13F portfolio, value $8,584,504.

    13F-HR 0001843745-25-000007 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,764 shares
    Change vs previous 13F +1,187 shares

    2.08% of the 13F portfolio, value $8,338,582.

    13F-HR 0001843745-25-000006 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 15,577 shares
    Change vs previous 13F -1,060 shares

    1.6% of the 13F portfolio, value $5,847,451.

    13F-HR 0001843745-25-000003 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,637 shares
    Change vs previous 13F -137 shares

    1.95% of the 13F portfolio, value $7,012,496.

    13F-HR 0001843745-25-000001 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,774 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $7,217,853.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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