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Advisory Resource Group: MSFT position timeline

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

Advisory Resource Group held 8,667 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,667 shares
    Change vs previous 13F +4,014 shares

    0.49% of the 13F portfolio, value $3,233,130.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 4,653 shares
    Change vs previous 13F -3,227 shares

    0.3% of the 13F portfolio, value $1,722,482.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 7,880 shares
    Change vs previous 13F +344 shares

    0.67% of the 13F portfolio, value $3,810,927.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 7,536 shares
    Change vs previous 13F -21 shares

    0.7% of the 13F portfolio, value $3,903,179.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 7,557 shares
    Change vs previous 13F -58 shares

    0.72% of the 13F portfolio, value $3,758,868.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 7,615 shares
    Change vs previous 13F +208 shares

    0.58% of the 13F portfolio, value $2,858,488.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 7,407 shares
    Change vs previous 13F +266 shares

    0.66% of the 13F portfolio, value $3,121,843.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 7,141 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,072,916.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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