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AdviceOne Advisory Services, LLC: MSFT position timeline

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

AdviceOne Advisory Services, LLC held 2,355 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,355 shares
    Change vs previous 13F +181 shares

    0.5% of the 13F portfolio, value $878,576.

    13F-HR 0001951757-26-000981 filed by AdviceOne Advisory Services, 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 2,174 shares
    Change vs previous 13F +14 shares

    0.49% of the 13F portfolio, value $804,738.

    13F-HR 0001951757-26-000589 filed by AdviceOne Advisory Services, 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 2,160 shares
    Change vs previous 13F +162 shares

    0.62% of the 13F portfolio, value $1,044,607.

    13F-HR 0001951757-26-000034 filed by AdviceOne Advisory Services, 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 1,998 shares
    Change vs previous 13F +129 shares

    0.69% of the 13F portfolio, value $1,035,078.

    13F-HR 0001951757-25-001450 filed by AdviceOne Advisory Services, 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 1,869 shares
    Change vs previous 13F +200 shares

    0.69% of the 13F portfolio, value $929,669.

    13F-HR 0001951757-25-000951 filed by AdviceOne Advisory Services, 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 1,669 shares
    Change vs previous 13F +124 shares

    0.51% of the 13F portfolio, value $626,438.

    13F-HR 0001951757-25-000569 filed by AdviceOne Advisory Services, 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 1,545 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $651,423.

    13F-HR 0001951757-25-000568 filed by AdviceOne Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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