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Advus Financial Partners, LLC: MSFT position timeline

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

Advus Financial Partners, LLC held 3,094 MSFT shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,094 shares
    Change vs previous 13F +2,220 shares

    0.33% of the 13F portfolio, value $1,154,196.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 874 shares
    Change vs previous 13F +874 shares

    0.12% of the 13F portfolio, value $323,529.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -581 shares

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F/A 581 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $300,929.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 581 shares
    Change vs previous 13F -4 shares

    0.11% of the 13F portfolio, value $288,995.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 585 shares
    Change vs previous 13F -746 shares

    0.09% of the 13F portfolio, value $219,603.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 1,331 shares
    Change vs previous 13F +350 shares

    0.24% of the 13F portfolio, value $561,017.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 981 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $422,124.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested