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Advisors Asset Management, Inc.: MSFT position timeline

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

Advisors Asset Management, Inc. held 277,185 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,185 shares
    Change vs previous 13F +2,488 shares

    1.58% of the 13F portfolio, value $103,395,549.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 274,697 shares
    Change vs previous 13F -6,735 shares

    1.69% of the 13F portfolio, value $101,684,589.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 281,432 shares
    Change vs previous 13F -3,874 shares

    2.28% of the 13F portfolio, value $136,106,144.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 285,306 shares
    Change vs previous 13F -2,504 shares

    2.51% of the 13F portfolio, value $147,774,243.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 287,810 shares
    Change vs previous 13F -2,141 shares

    2.56% of the 13F portfolio, value $143,159,572.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 289,951 shares
    Change vs previous 13F +3,505 shares

    2.04% of the 13F portfolio, value $108,844,706.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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/A 286,446 shares
    Change vs previous 13F +3,389 shares

    2.22% of the 13F portfolio, value $120,736,989.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 283,057 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $121,799,427.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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