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Disclosery

ADVISORY RESEARCH INC: MSFT position timeline

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

ADVISORY RESEARCH INC held 43,670 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,670 shares
    Change vs previous 13F +933 shares

    1.63% of the 13F portfolio, value $16,289,783.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 42,737 shares
    Change vs previous 13F +994 shares

    1.94% of the 13F portfolio, value $15,819,955.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 41,743 shares
    Change vs previous 13F -7 shares

    2.54% of the 13F portfolio, value $20,187,676.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 41,750 shares
    Change vs previous 13F +9,320 shares

    2.84% of the 13F portfolio, value $21,624,213.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 32,430 shares
    Change vs previous 13F +4,833 shares

    2.48% of the 13F portfolio, value $16,131,210.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 27,597 shares
    Change vs previous 13F -1,257 shares

    1.83% of the 13F portfolio, value $10,359,727.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 28,854 shares
    Change vs previous 13F -193 shares

    2.02% of the 13F portfolio, value $12,161,972.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 29,047 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $12,498,858.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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