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Advisory Services & Investments, LLC: MSFT position timeline

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

Advisory Services & Investments, LLC held 12,429 MSFT shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 12,429 shares
    Change vs previous 13F -36 shares

    3.64% of the 13F portfolio, value $5,348,280.

    13F-HR 0001754960-24-000565 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 12,465 shares
    Change vs previous 13F -2,404 shares

    3.87% of the 13F portfolio, value $5,571,316.

    13F-HR 0001754960-24-000384 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 14,869 shares
    Change vs previous 13F +422 shares

    4.32% of the 13F portfolio, value $6,255,765.

    13F-HR 0001754960-24-000151 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 14,447 shares
    Change vs previous 13F +50 shares

    4.01% of the 13F portfolio, value $5,432,721.

    13F-HR 0001754960-24-000083 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 14,397 shares
    Change vs previous 13F +106 shares

    4% of the 13F portfolio, value $4,545,912.

    13F-HR 0001754960-23-000264 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 14,291 shares
    Change vs previous 13F -1,067 shares

    4.02% of the 13F portfolio, value $4,866,771.

    13F-HR 0001754960-23-000225 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 15,358 shares
    Change vs previous 13F +14,291 shares

    4.02% of the 13F portfolio, value $4,427,808.

    13F-HR 0001754960-23-000130 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 1,067 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $255,888.

    13F-HR 0001754960-23-000068 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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