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Disclosery

Affiance Financial, LLC: MSFT position timeline

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

Affiance Financial, LLC held 10,818 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,818 shares
    Change vs previous 13F -115 shares

    0.58% of the 13F portfolio, value $4,035,455.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, LLC
    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 10,933 shares
    Change vs previous 13F -175 shares

    0.66% of the 13F portfolio, value $4,047,091.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, LLC
    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 11,108 shares
    Change vs previous 13F -279 shares

    0.86% of the 13F portfolio, value $5,372,078.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
    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 11,387 shares
    Change vs previous 13F -164 shares

    1.07% of the 13F portfolio, value $5,898,018.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, LLC
    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 11,551 shares
    Change vs previous 13F -65 shares

    1.17% of the 13F portfolio, value $5,745,785.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, LLC
    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 11,616 shares
    Change vs previous 13F -528 shares

    1.02% of the 13F portfolio, value $4,360,903.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
    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 12,144 shares
    Change vs previous 13F -97 shares

    1.22% of the 13F portfolio, value $5,119,041.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    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 12,241 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $5,267,660.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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